Evolution Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23M Buy
214,679
+1,453
+0.7% +$166K 2.69% 7
2026
Q1
$23.6M Buy
213,226
+22,412
+12% +$2.59M 2.41% 8
2025
Q4
$22.5M Sell
190,814
-69
-0% -$7.94K 2.26% 8
2025
Q3
$22.6M Buy
190,883
+83,289
+77% +$9.26M 3.03% 6
2025
Q2
$11.7M Sell
107,594
-382
-0.4% -$37.6K 1.71% 11
2025
Q1
$10.4M Sell
107,976
-1,735
-2% -$173K 1.74% 12
2024
Q4
$10.6M Buy
109,711
+2,339
+2% +$223K 1.78% 11
2024
Q3
$9.71M Buy
107,372
+183
+0.2% +$15.8K 1.74% 13
2024
Q2
$9.18M Buy
107,189
+3,771
+4% +$311K 1.79% 14
2024
Q1
$8.45M Buy
103,418
+47,554
+85% +$3.7M 1.62% 15
2023
Q4
$4.06M Buy
55,864
+460
+0.8% +$31.7K 0.82% 30
2023
Q3
$3.63M Buy
55,404
+305
+0.6% +$20.3K 0.81% 34
2023
Q2
$3.59M Sell
55,099
-379
-0.7% -$23.1K 0.79% 32
2023
Q1
$3.22M Sell
55,478
-19,627
-26% -$1.07M 0.77% 33
2022
Q4
$3.6M Sell
75,105
-102,649
-58% -$5.03M 0.91% 31
2022
Q3
$8.51M Sell
177,754
-48,372
-21% -$2.66M 2.33% 11
2022
Q2
$12.3M Sell
226,126
-24,051
-10% -$1.45M 3.11% 9
2022
Q1
$17.2M Buy
250,177
+15,521
+7% +$1.09M 3.54% 8
2021
Q4
$18.2M Sell
234,656
-3,132
-1% -$248K 2.75% 10
2021
Q3
$19M Buy
237,788
+5,633
+2% +$466K 4.08% 8
2021
Q2
$18.8M Buy
232,155
+18,760
+9% +$1.46M 3.82% 7
2021
Q1
$15.6M Buy
213,395
+36,395
+21% +$2.59M 3.49% 6
2020
Q4
$11.9M Sell
177,000
-39,934
-18% -$2.54M 2.69% 10
2020
Q3
$12.9M Sell
216,934
-2,010
-0.9% -$119K 3.52% 6
2020
Q2
$11.8M Sell
218,944
-691
-0.3% -$35.5K 3.88% 7
2020
Q1
$9.72M Buy
219,635
+36
+0% +$1.86K 3.93% 8
2019
Q4
$11.8M Buy
219,599
+42,123
+24% +$2.17M 2.95% 11
2019
Q3
$8.79M Sell
177,476
-37,478
-17% -$1.88M 4.19% 7
2019
Q2
$10.6M Buy
214,954
+5,300
+3% +$258K 4.57% 6
2019
Q1
$9.81M Buy
209,654
+143,879
+219% +$6.56M 4.51% 5
2018
Q4
$2.71M Buy
+65,775
New +$2.95M 1.24% 23

Other funds holding XLC

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

Evolution Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.68% in Q2 2026, buying an estimated $166K and bringing the position to 214,679 shares worth $23M. The position accounts for 2.69% of the portfolio, ranked #7.

Evolution Wealth Advisors first reported a position in XLC in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.6M in Q1 2026. 1,155 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Evolution Wealth Advisors held 214,679 shares of State Street Communication Services Select Sector SPDR ETF worth $23M as of Q2 2026.
  • Evolution Wealth Advisors bought 1,453 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $166K.
  • State Street Communication Services Select Sector SPDR ETF made up 2.69% of Evolution Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Evolution Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Evolution Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $23.6M in Q1 2026.
  • 1,155 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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