SPDR SER TR

Ticker: XES CUSIP: 78468R549 Class: ETF

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

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

Q4 2025
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 37 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 37 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 312 Value ($000) $30 Avg Close — Range —
Q2 2023
Shares 38 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 33,804 Value ($000) $2,542 Avg Close — Range —