Evolution Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.9M	Buy	666,678 +88,012	+15%	+$4.59M	3.35%	4
2025 Q4	$31.7M	Buy	578,666 +5,615	+1%	+$299K	3.19%	4
2025 Q3	$30.9M	Sell	573,051 -33,424	-6%	-$1.77M	4.15%	3
2025 Q2	$31.8M	Sell	606,475 -776	-0.1%	-$38.4K	4.65%	3
2025 Q1	$30.2M	Sell	607,251 -1,038	-0.2%	-$52.1K	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%	-$154K	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%	+$3.14M	4.06%	4
2023 Q4	$15.9M	Sell	423,975 -5,330	-1%	-$185K	3.21%	6
2023 Q3	$14.2M	Sell	429,305 -66,771	-13%	-$2.3M	3.18%	7
2023 Q2	$16.7M	Buy	496,076 +2,832	+0.6%	+$92.4K	3.69%	6
2023 Q1	$15.9M	Sell	493,244 -2,096	-0.4%	-$72.8K	3.81%	6
2022 Q4	$16.9M	Sell	495,340 -8,240	-2%	-$279K	4.27%	6
2022 Q3	$15.3M	Buy	503,580 +20,888	+4%	+$690K	4.19%	7
2022 Q2	$15.2M	Sell	482,692 -191,376	-28%	-$6.61M	3.84%	7
2022 Q1	$25.8M	Buy	674,068 +5,710	+0.9%	+$223K	5.31%	4
2021 Q4	$26.1K	Buy	668,358 +42,801	+7%	+$1.68M	3.94%	7
2021 Q3	$23.5M	Buy	625,557 +150,059	+32%	+$5.61M	5.03%	5
2021 Q2	$17.4M	Buy	475,498 +141,338	+42%	+$5.17M	3.55%	8
2021 Q1	$11.4M	Buy	334,160 +17,117	+5%	+$550K	2.54%	12
2020 Q4	$9.35M	Buy	317,043 +14,393	+5%	+$385K	2.11%	15
2020 Q3	$7.29M	Buy	302,650 +37,633	+14%	+$915K	1.99%	18
2020 Q2	$6.13M	Buy	265,017 +259,390	+4,610%	+$5.89M	2.01%	14
2020 Q1	$117K	Sell	5,627 -256,109	-98%	-$7.05M	0.05%	80
2019 Q4	$8.06M	Buy	261,736 +261,346	+67,012%	+$7.67M	2.02%	15
2019 Q3	$11K	Sell	390 -383,534	-100%	-$10.6M	0.01%	164
2019 Q2	$10.6M	Buy	383,924 +18,430	+5%	+$499K	4.58%	5
2019 Q1	$9.4M	Sell	365,494 -151,970	-29%	-$3.92M	4.32%	6
2018 Q4	$12.3M	Buy	+517,464	New	+$13.4M	5.63%	4

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Evolution Wealth Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 15% in Q1 2026, buying an estimated $4.59M and bringing the position to 666,678 shares worth $32.9M. The position accounts for 3.35% of the portfolio, ranked #4.

Evolution Wealth Advisors first reported a position in XLF in Q4 2018 and has held it in 30 quarters since. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Evolution Wealth Advisors held 666,678 shares of State Street Financial Select Sector SPDR ETF worth $32.9M as of Q1 2026.
Evolution Wealth Advisors bought 88,012 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.59M.
State Street Financial Select Sector SPDR ETF made up 3.35% of Evolution Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Evolution Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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