EverSource Wealth Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1710537
BIRMINGHAM, AL
Position in XLB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$50,319
+$4,652 QoQ
Shares Held
1,007
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,319 | 1,007 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $45,667 | 1,007 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,677 | 532 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $43,114 | 491 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,234 | 561 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,553 | 66 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $55,734 | 600 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $59,878 | 700 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $54,985 | 700 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $58,009 | 700 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $56,462 | 700 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $55,385 | 713 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $17,277 | 196 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $30,082 | 332 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||