SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

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

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

Q4 2025
Shares 5,705 Value ($000) $267 Avg Close — Range —
Q3 2025
Shares 7,547 Value ($000) $350 Avg Close — Range —
Q2 2025
Shares 7,681 Value ($000) $327 Avg Close — Range —
Q1 2025
Shares 6,021 Value ($000) $245 Avg Close — Range —
Q4 2024
Shares 8,992 Value ($000) $404 Avg Close — Range —
Q3 2024
Shares 6,359 Value ($000) $289 Avg Close — Range —
Q2 2024
Shares 7,128 Value ($000) $328 Avg Close — Range —
Q1 2024
Shares 6,386 Value ($000) $260 Avg Close — Range —
Q4 2023
Shares 3,040 Value ($000) $128 Avg Close — Range —
Q3 2023
Shares 218 Value ($000) $8 Avg Close — Range —
Q2 2023
Shares 218 Value ($000) $8 Avg Close — Range —
Q1 2023
Shares 393 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 199 Value ($000) $7 Avg Close — Range —