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
2024 Q4	–	Sell	-4,000	Closed	-$452K	–	155
2024 Q3	$452K	Buy	+4,000	New	+$182K	0.08%	89

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Advisors's XLB Position: Q1 2026 in Review

Evolution Wealth Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 3.6% in Q1 2026, buying an estimated $10.6K and bringing the position to 6,114 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #138.

Evolution Wealth Advisors first reported a position in XLB in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.68M in Q1 2021. 898 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Evolution Wealth Advisors held 6,114 shares of State Street Materials Select Sector SPDR ETF worth $306K as of Q1 2026.
Evolution Wealth Advisors bought 212 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $10.6K.
State Street Materials Select Sector SPDR ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #138 holding.
Evolution Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Evolution Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $3.68M in Q1 2021.
898 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.