SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

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

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

Q4 2025
Shares 24,428 Value ($000) $3,517 Avg Close Range
Q3 2025
Shares 11,439 Value ($000) $3,224 Avg Close Range
Q2 2025
Shares 9,612 Value ($000) $2,434 Avg Close Range
Q1 2025
Shares 10,103 Value ($000) $2,086 Avg Close Range
Q4 2024
Shares 8,410 Value ($000) $1,956 Avg Close Range
Q3 2024
Shares 3,573 Value ($000) $807 Avg Close Range
Q2 2024
Shares 3,197 Value ($000) $700 Avg Close Range
Q1 2024
Shares 2,944 Value ($000) $578 Avg Close Range
Q4 2023
Shares 357 Value ($000) $69 Avg Close Range
Q3 2023
Shares 409 Value ($000) $67 Avg Close Range
Q2 2023
Shares 409 Value ($000) $71 Avg Close Range
Q1 2023
Shares 533 Value ($000) $80 Avg Close Range
Q4 2022
Shares 524 Value ($000) $65 Avg Close Range
Q3 2022
Shares 286 Value ($000) $34 Avg Close Range
Q2 2022
Shares 286 Value ($000) $36 Avg Close Range
Q1 2022
Shares 286 Value ($000) $45 Avg Close Range
Q4 2021
Shares 324 Value ($000) $57 Avg Close Range