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
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EverSource Wealth Advisors's XHB Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2023, closing a stake of 115 shares — an estimated $7.79K sold.

EverSource Wealth Advisors first reported a position in XHB in Q4 2022 and held it in 2 quarters. The position peaked at $7.79K in Q1 2023. 239 funds tracked by Wall St. Rank hold XHB as of Q2 2023.

EverSource Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 115 State Street SPDR S&P Homebuilders ETF shares in Q2 2023, an estimated $7.79K.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2022 and held it in 2 quarters.
EverSource Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $7.79K in Q1 2023.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.