Evolution Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$360K	Buy	2,226 +493	+28%	+$82.7K	0.04%	122
2025 Q4	$269K	Buy	1,733 +51	+3%	+$7.85K	0.03%	141
2025 Q3	$259K	Hold	1,682	–	–	0.03%	143
2025 Q2	$248K	Hold	1,682	–	–	0.04%	146
2025 Q1	$220K	Buy	+1,682	New	+$227K	0.04%	137
2024 Q4	–	Sell	-1,481	Closed	-$201K	–	156
2024 Q3	$201K	Buy	+1,481	New	+$188K	0.04%	130
2022 Q3	–	Sell	-7,308	Closed	-$638K	–	125
2022 Q2	$638K	Buy	7,308 +50	+0.7%	+$4.71K	0.16%	64
2022 Q1	$748K	Sell	7,258 -87,439	-92%	-$8.88M	0.15%	62
2021 Q4	$10K	Buy	94,697 +2,320	+3%	+$241K	1.51%	16
2021 Q3	$9.04M	Buy	92,377 +30,395	+49%	+$3.12M	1.94%	16
2021 Q2	$6.35M	Sell	61,982 -998	-2%	-$102K	1.29%	20
2021 Q1	$6.2M	Buy	62,980 +3,765	+6%	+$345K	1.38%	19
2020 Q4	$5.24M	Buy	+59,215	New	+$4.99M	1.18%	25
2020 Q2	–	Sell	-2,362	Closed	-$139K	–	571
2020 Q1	$139K	Buy	+2,362	New	+$178K	0.06%	73
2019 Q1	–	Sell	-1,983	Closed	-$128K	–	153
2018 Q4	$128K	Buy	+1,983	New	+$141K	0.06%	67

Other funds holding XLI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Evolution Wealth Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 28% in Q1 2026, buying an estimated $82.7K and bringing the position to 2,226 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #122.

Evolution Wealth Advisors first reported a position in XLI in Q4 2018 and has held it in 15 quarters since. The position peaked at $9.04M in Q3 2021. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Evolution Wealth Advisors held 2,226 shares of State Street Industrial Select Sector SPDR ETF worth $360K as of Q1 2026.
Evolution Wealth Advisors bought 493 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $82.7K.
State Street Industrial Select Sector SPDR ETF made up 0.04% of Evolution Wealth Advisors's portfolio in Q1 2026, its #122 holding.
Evolution Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 15 quarters since.
Evolution Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $9.04M in Q3 2021.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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