EverSource Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

EverSource Wealth Advisors’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Buy	+15,850	New	+$1.66M	0.05%	286
2023 Q2	–	Sell	-115	Closed	-$7.79K	–	2619
2023 Q1	$7.79K	Hold	115	–	–	﹤0.01%	1470
2022 Q4	$6.94K	Buy	+115	New	+$6.83K	﹤0.01%	1473

Other funds holding XHB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

EverSource Wealth Advisors's XHB Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2026: 15,850 shares worth $1.52M. The stake represents 0.05% of the portfolio and ranks #286 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in XHB as recently as Q1 2023.

EverSource Wealth Advisors first reported a position in XHB in Q4 2022 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

EverSource Wealth Advisors held 15,850 shares of State Street SPDR S&P Homebuilders ETF worth $1.52M as of Q3 2026.
State Street SPDR S&P Homebuilders ETF was a new EverSource Wealth Advisors position in Q3 2026.
State Street SPDR S&P Homebuilders ETF made up 0.05% of EverSource Wealth Advisors's portfolio in Q3 2026, its #286 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2022 and has held it in 3 quarters since.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.