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 Q2	$394K	Sell	2,126 -100	-4%	-$17.4K	0.05%	122
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	$10M	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 $1.55T 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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.5% in Q2 2026, selling an estimated $17.4K and leaving 2,126 shares worth $394K. The position accounts for 0.05% of the portfolio, ranked #122.

Evolution Wealth Advisors first reported a position in XLI in Q4 2018 and has held it in 16 quarters since. The position peaked at $10M in Q4 2021. 1,655 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Evolution Wealth Advisors held 2,126 shares of State Street Industrial Select Sector SPDR ETF worth $394K as of Q2 2026.
Evolution Wealth Advisors sold 100 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $17.4K.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Evolution Wealth Advisors's portfolio in Q2 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 16 quarters since.
Evolution Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $10M in Q4 2021.
1,655 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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