SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 39,502 Value ($000) $1,708 Avg Close — Range —
Q3 2025
Shares 40,160 Value ($000) $1,767 Avg Close — Range —
Q2 2025
Shares 37,736 Value ($000) $1,602 Avg Close — Range —
Q1 2025
Shares 42,181 Value ($000) $1,867 Avg Close — Range —
Q4 2024
Shares 31,460 Value ($000) $1,360 Avg Close — Range —
Q3 2024
Shares 350 Value ($000) $16 Avg Close — Range —
Q2 2024
Shares 350 Value ($000) $15 Avg Close — Range —
Q1 2024
Shares 250 Value ($000) $10 Avg Close — Range —
Q4 2023
Shares 100 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 100 Value ($000) $4 Avg Close — Range —
Q2 2023
Shares 100 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 218 Value ($000) $8 Avg Close — Range —
Q4 2022
Shares 100 Value ($000) $4 Avg Close — Range —