SPDR SER TR

Ticker: XBI CUSIP: 78464A870 Class: S&P BIOTECH

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 28,718 Value ($000) $3,502 Avg Close — Range —
Q3 2025
Shares 6 Value ($000) $1 Avg Close — Range —
Q2 2025
Shares 6 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 6 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 6 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 69 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 69 Value ($000) $7 Avg Close — Range —
Q1 2024
Shares 69 Value ($000) $6 Avg Close — Range —