Evolution Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16M	Sell	97,200 -916	-0.9%	-$52.4K	0.6%	31
2026 Q1	$6.01M	Sell	98,116 -30,243	-24%	-$1.62M	0.61%	26
2025 Q4	$5.74M	Sell	128,359 -38,077	-23%	-$1.7M	0.58%	26
2025 Q3	$7.43M	Sell	166,436 -20,844	-11%	-$913K	1%	22
2025 Q2	$7.94M	Sell	187,280 -12,992	-6%	-$541K	1.16%	20
2025 Q1	$9.36M	Buy	200,272 +4,500	+2%	+$203K	1.56%	15
2024 Q4	$8.38M	Buy	195,772 +41,816	+27%	+$1.9M	1.4%	19
2024 Q3	$6.76M	Buy	153,956 +4,210	+3%	+$188K	1.21%	20
2024 Q2	$6.82M	Buy	149,746 +7,006	+5%	+$326K	1.33%	18
2024 Q1	$6.74M	Buy	142,740 +3,664	+3%	+$157K	1.29%	18
2023 Q4	$5.83M	Sell	139,076 -56,180	-29%	-$2.4M	1.17%	22
2023 Q3	$8.82M	Buy	195,256 +2,654	+1%	+$116K	1.97%	13
2023 Q2	$7.82M	Sell	192,602 -1,330	-0.7%	-$54.2K	1.73%	17
2023 Q1	$8.03M	Buy	193,932 +2,062	+1%	+$88.2K	1.93%	16
2022 Q4	$8.39M	Buy	191,870 +112,850	+143%	+$4.91M	2.11%	14
2022 Q3	$2.85M	Sell	79,020 -27,350	-26%	-$1.03M	0.78%	28
2022 Q2	$3.8M	Sell	106,370 -79,956	-43%	-$3.21M	0.96%	27
2022 Q1	$7.12M	Buy	186,326 +92,860	+99%	+$3.22M	1.46%	17
2021 Q4	$2.59M	Sell	93,466 -28,350	-23%	-$801K	0.39%	36
2021 Q3	$3.17M	Sell	121,816 -46,298	-28%	-$1.15M	0.68%	27
2021 Q2	$4.53M	Buy	168,114 +1,332	+0.8%	+$34.6K	0.92%	24
2021 Q1	$4.09M	Buy	166,782 +25,326	+18%	+$584K	0.91%	28
2020 Q4	$2.68M	Buy	141,456 +6,212	+5%	+$107K	0.6%	38
2020 Q3	$2.02M	Sell	135,244 -35,284	-21%	-$626K	0.55%	38
2020 Q2	$3.23M	Sell	170,528 -172,478	-50%	-$3.21M	1.06%	20
2020 Q1	$4.98M	Buy	343,006 +142,956	+71%	+$3.39M	2.01%	18
2019 Q4	$6.01M	Buy	200,050 +199,600	+44,356%	+$5.92M	1.5%	19
2019 Q3	$13K	Sell	450 -288,806	-100%	-$8.74M	0.01%	146
2019 Q2	$9.21M	Buy	289,256 +20,100	+7%	+$644K	3.98%	10
2019 Q1	$8.9M	Buy	269,156 +74,410	+38%	+$2.39M	4.09%	8
2018 Q4	$5.58M	Buy	+194,746	New	+$6.52M	2.55%	13

Other funds holding XLE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.93% in Q2 2026, selling an estimated $52.4K and leaving 97,200 shares worth $5.16M. The position accounts for 0.6% of the portfolio, ranked #31.

Evolution Wealth Advisors first reported a position in XLE in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.36M in Q1 2025. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Evolution Wealth Advisors held 97,200 shares of State Street Energy Select Sector SPDR ETF worth $5.16M as of Q2 2026.
Evolution Wealth Advisors sold 916 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $52.4K.
State Street Energy Select Sector SPDR ETF made up 0.6% of Evolution Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Evolution Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Evolution Wealth Advisors's State Street Energy Select Sector SPDR ETF position peaked at $9.36M in Q1 2025.
2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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