EverSource Wealth Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61K	Buy	2,028 +1,046	+107%	+$31.6K	﹤0.01%	1748
2025 Q4	$29.7K	Hold	982	–	–	﹤0.01%	2119
2025 Q3	$29.7K	Hold	982	–	–	﹤0.01%	2065
2025 Q2	$29.6K	Hold	982	–	–	﹤0.01%	1984
2025 Q1	$29.6K	Hold	982	–	–	﹤0.01%	1489
2024 Q4	$29.3K	Hold	982	–	–	﹤0.01%	1436
2024 Q3	$29.7K	Hold	982	–	–	﹤0.01%	1286
2024 Q2	$29.4K	Sell	982 -1,117	-53%	-$33.1K	﹤0.01%	1328
2024 Q1	$62.1K	Buy	2,099 +182	+9%	+$5.42K	﹤0.01%	887
2023 Q4	$57.1K	Buy	1,917 +1,577	+464%	+$46.4K	0.01%	844
2023 Q3	$9.97K	Hold	340	–	–	﹤0.01%	1424
2023 Q2	$10K	Hold	340	–	–	﹤0.01%	1437
2023 Q1	$10.1K	Buy	340 +301	+772%	+$8.88K	﹤0.01%	1351
2022 Q4	$1.15K	Hold	39	–	–	﹤0.01%	2050
2022 Q3	$1K	Buy	+39	New	+$1.16K	﹤0.01%	1892
2022 Q2	–	Sell	-1,793	Closed	-$54K	–	1880
2022 Q1	$54K	Sell	1,793 -513	-22%	-$15.7K	0.01%	457
2021 Q4	$71K	Buy	+2,306	New	+$71.6K	0.02%	361