SPDR SER TR

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

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 399,782 Value ($000) $20,569 Avg Close — Range —
Q3 2025
Shares 162,330 Value ($000) $7,519 Avg Close — Range —
Q2 2025
Shares 129,380 Value ($000) $5,512 Avg Close — Range —