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EWA
EverSource Wealth Advisors’s
Sprout Social
SPT
Stock Holding History
EverSource Wealth Advisors’s Portfolio
SPT Stock Details
SPT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.33K
Sell
408
-286
-41%
-$2.2K
﹤0.01%
3594
2025
Q4
$7.82K
Buy
694
+622
+864%
+$6.72K
﹤0.01%
2920
2025
Q3
$930
Sell
72
-2
-3%
-$33
﹤0.01%
3783
2025
Q2
$1.55K
Buy
74
+40
+118%
+$848
﹤0.01%
3588
2025
Q1
$748
Buy
34
+17
+100%
+$494
﹤0.01%
3326
2024
Q4
$522
Buy
+17
New
+$511
﹤0.01%
3184
2024
Q3
–
Sell
-8
Closed
-$313
–
3120
2024
Q2
$313
Sell
8
-112
-93%
-$4.51K
﹤0.01%
2957
2024
Q1
$6.05K
Sell
120
-92
-43%
-$5.59K
﹤0.01%
1955
2023
Q4
$13K
Buy
212
+130
+159%
+$6.86K
﹤0.01%
1441
2023
Q3
$4.09K
Hold
82
–
–
﹤0.01%
1781
2023
Q2
$3.79K
Sell
82
-20
-20%
-$951
﹤0.01%
1837
2023
Q1
$6.21K
Buy
102
+52
+104%
+$3.18K
﹤0.01%
1559
2022
Q4
$2.82K
Hold
50
–
–
﹤0.01%
1807
2022
Q3
$3K
Buy
+50
New
+$3.01K
﹤0.01%
1580
2022
Q2
–
Sell
-111
Closed
-$9K
–
1879
2022
Q1
$9K
Hold
111
–
–
﹤0.01%
1037
2021
Q4
$10K
Buy
+111
New
+$12.6K
﹤0.01%
975
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30.48%
1-Year Est. Return
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$1.91T AUM
TCM
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$605M AUM
26.24%
1-Year Est. Return
AA
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$459M AUM
52.34%
1-Year Est. Return
VCM
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$4.04T AUM
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Two Sigma Investments
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$124B AUM
33.93%
1-Year Est. Return
LP
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$112M AUM
11%
1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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