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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,000
Closed -$452K 155
2024
Q3
$452K Buy
+4,000
New +$182K 0.08% 89

Other funds holding XLB

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. 928 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.
  • 928 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.