SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 25,127 Value ($000) $1,123 Avg Close — Range —
Q3 2025
Shares 13,423 Value ($000) $1,199 Avg Close — Range —
Q2 2025
Shares 17,584 Value ($000) $1,491 Avg Close — Range —
Q1 2025
Shares 20,593 Value ($000) $1,924 Avg Close — Range —
Q4 2024
Shares 21,923 Value ($000) $1,878 Avg Close — Range —
Q3 2024
Shares 20,758 Value ($000) $1,823 Avg Close — Range —
Q2 2024
Shares 12,944 Value ($000) $1,206 Avg Close — Range —
Q1 2024
Shares 12,213 Value ($000) $1,142 Avg Close — Range —
Q4 2023
Shares 8,814 Value ($000) $739 Avg Close — Range —
Q3 2023
Shares 69,510 Value ($000) $6,283 Avg Close — Range —
Q2 2023
Shares 67,732 Value ($000) $5,498 Avg Close — Range —
Q1 2023
Shares 72,730 Value ($000) $6,024 Avg Close — Range —
Q4 2022
Shares 15,153 Value ($000) $1,325 Avg Close — Range —
Q3 2022
Shares 293 Value ($000) $21 Avg Close — Range —
Q2 2022
Shares 241 Value ($000) $17 Avg Close — Range —
Q1 2022
Shares 241 Value ($000) $18 Avg Close — Range —
Q4 2021
Shares 241 Value ($000) $13 Avg Close — Range —