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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	$18.2K	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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Evolution Wealth Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q1 2026, buying an estimated $2.59M and bringing the position to 213,226 shares worth $23.6M. The position accounts for 2.41% of the portfolio, ranked #8.

Evolution Wealth Advisors first reported a position in XLC in Q4 2018 and has held it in 30 quarters since. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Evolution Wealth Advisors held 213,226 shares of State Street Communication Services Select Sector SPDR ETF worth $23.6M as of Q1 2026.
Evolution Wealth Advisors bought 22,412 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $2.59M.
State Street Communication Services Select Sector SPDR ETF made up 2.41% of Evolution Wealth Advisors's portfolio in Q1 2026, its #8 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 30 quarters since.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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