EWA
Evolution Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.8M | Sell |
606,475
-776
| -0.1% | -$40.6K | 4.65% | 3 |
|
|
2025
Q1 | $30.2M | Sell |
607,251
-1,038
| -0.2% | -$51.7K | 5.05% | 3 |
|
|
2024
Q4 | $29.4M | Buy |
608,289
+103,666
| +21% | +$5.01M | 4.92% | 4 |
|
|
2024
Q3 | $22.9M | Sell |
504,623
-3,523
| -0.7% | -$160K | 4.11% | 4 |
|
|
2024
Q2 | $20.9M | Buy |
508,146
+4,742
| +0.9% | +$195K | 4.07% | 4 |
|
|
2024
Q1 | $21.2M | Buy |
503,404
+79,429
| +19% | +$3.35M | 4.06% | 4 |
|
|
2023
Q4 | $15.9M | Sell |
423,975
-5,330
| -1% | -$200K | 3.21% | 6 |
|
|
2023
Q3 | $14.2M | Sell |
429,305
-66,771
| -13% | -$2.21M | 3.18% | 7 |
|
|
2023
Q2 | $16.7M | Buy |
496,076
+2,832
| +0.6% | +$95.5K | 3.69% | 6 |
|
|
2023
Q1 | $15.9M | Sell |
493,244
-2,096
| -0.4% | -$67.4K | 3.81% | 6 |
|
|
2022
Q4 | $16.9M | Sell |
495,340
-8,240
| -2% | -$282K | 4.27% | 6 |
|
|
2022
Q3 | $15.3M | Buy |
503,580
+20,888
| +4% | +$634K | 4.19% | 7 |
|
|
2022
Q2 | $15.2M | Sell |
482,692
-191,376
| -28% | -$6.02M | 3.84% | 7 |
|
|
2022
Q1 | $25.8M | Buy |
674,068
+5,710
| +0.9% | +$219K | 5.31% | 4 |
|
|
2021
Q4 | $26.1K | Buy |
668,358
+42,801
| +7% | +$1.67K | 3.94% | 7 |
|
|
2021
Q3 | $23.5M | Buy |
625,557
+150,059
| +32% | +$5.63M | 5.03% | 5 |
|
|
2021
Q2 | $17.4M | Buy |
475,498
+141,338
| +42% | +$5.19M | 3.55% | 8 |
|
|
2021
Q1 | $11.4M | Buy |
334,160
+17,117
| +5% | +$583K | 2.54% | 12 |
|
|
2020
Q4 | $9.35M | Buy |
317,043
+14,393
| +5% | +$424K | 2.11% | 15 |
|
|
2020
Q3 | $7.29M | Buy |
302,650
+37,633
| +14% | +$906K | 1.99% | 18 |
|
|
2020
Q2 | $6.13M | Buy |
265,017
+259,390
| +4,610% | +$6M | 2.01% | 14 |
|
|
2020
Q1 | $117K | Sell |
5,627
-256,109
| -98% | -$5.33M | 0.05% | 80 |
|
|
2019
Q4 | $8.06M | Buy |
261,736
+261,346
| +67,012% | +$8.04M | 2.02% | 15 |
|
|
2019
Q3 | $11K | Sell |
390
-383,534
| -100% | -$10.8M | 0.01% | 164 |
|
|
2019
Q2 | $10.6M | Buy |
383,924
+18,430
| +5% | +$509K | 4.58% | 5 |
|
|
2019
Q1 | $9.4M | Sell |
365,494
-151,970
| -29% | -$3.91M | 4.32% | 6 |
|
|
2018
Q4 | $12.3M | Buy |
+517,464
| New | +$12.3M | 5.63% | 4 |
|