Evolution Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Evolution Wealth Advisors’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$311K	Hold	6,114	–	–	0.04%	141
2026 Q1	$306K	Buy	6,114 +212	+4%	+$10.6K	0.03%	138
2025 Q4	$268K	Hold	5,902	–	–	0.03%	142
2025 Q3	$264K	Sell	5,902 -70	-1%	-$3.17K	0.04%	140
2025 Q2	$262K	Sell	5,972 -860	-13%	-$36.5K	0.04%	139
2025 Q1	$294K	Buy	6,832 +92	+1%	+$4.02K	0.05%	120
2024 Q4	$284K	Sell	6,740 -10,610	-61%	-$491K	0.05%	116
2024 Q3	$836K	Sell	17,350 -3,460	-17%	-$158K	0.15%	64
2024 Q2	$919K	Hold	20,810	–	–	0.18%	62
2024 Q1	$967K	Sell	20,810 -620	-3%	-$26.7K	0.19%	60
2023 Q4	$917K	Hold	21,430	–	–	0.18%	58
2023 Q3	$842K	Hold	21,430	–	–	0.19%	57
2023 Q2	$888K	Hold	21,430	–	–	0.2%	53
2023 Q1	$864K	Hold	21,430	–	–	0.21%	53
2022 Q4	$832K	Hold	21,430	–	–	0.21%	55
2022 Q3	$729K	Sell	21,430 -1,420	-6%	-$53.4K	0.2%	57
2022 Q2	$842K	Hold	22,850	–	–	0.21%	58
2022 Q1	$1.01M	Sell	22,850 -3,670	-14%	-$157K	0.21%	54
2021 Q4	$1.2M	Hold	26,520	–	–	0.18%	46
2021 Q3	$1.05M	Sell	26,520 -61,724	-70%	-$2.57M	0.22%	43
2021 Q2	$3.63M	Sell	88,244 -5,216	-6%	-$220K	0.74%	30
2021 Q1	$3.68M	Buy	93,460 +9,320	+11%	+$352K	0.82%	31
2020 Q4	$3.04M	Buy	+84,140	New	+$2.88M	0.69%	35

Other funds holding XLB

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Advisors's XLB Position: Q2 2026 in Review

Evolution Wealth Advisors held its State Street Materials Select Sector SPDR ETF (XLB) position steady in Q2 2026 at 6,114 shares worth $311K. The position accounts for 0.04% of the portfolio, ranked #141.

Evolution Wealth Advisors first reported a position in XLB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.68M in Q1 2021. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Evolution Wealth Advisors held 6,114 shares of State Street Materials Select Sector SPDR ETF worth $311K as of Q2 2026.
Evolution Wealth Advisors left its State Street Materials Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #141 holding.
Evolution Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Evolution Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.68M in Q1 2021.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.