Evolution Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.2M	Buy	513,535 +8,007	+2%	+$1.13M	6.95%	3
2025 Q4	$72.8M	Buy	505,528 +868	+0.2%	+$125K	7.34%	3
2025 Q3	$71.1M	Sell	504,660 -1,598	-0.3%	-$212K	9.55%	2
2025 Q2	$64.1M	Sell	506,258 -3,334	-0.7%	-$370K	9.38%	2
2025 Q1	$52.6M	Sell	509,592 -7,700	-1%	-$873K	8.78%	2
2024 Q4	$60.1M	Buy	517,292 +92,398	+22%	+$10.7M	10.06%	2
2024 Q3	$48M	Sell	424,894 -1,446	-0.3%	-$159K	8.62%	2
2024 Q2	$48.2M	Buy	426,340 +6,132	+1%	+$646K	9.4%	2
2024 Q1	$43.8M	Buy	420,208 +22,014	+6%	+$2.23M	8.38%	2
2023 Q4	$38.3M	Sell	398,194 -2,856	-0.7%	-$254K	7.71%	3
2023 Q3	$32.9M	Buy	401,050 +2,666	+0.7%	+$229K	7.34%	3
2023 Q2	$34.6M	Buy	398,384 +71,840	+22%	+$5.66M	7.65%	3
2023 Q1	$24.7M	Sell	326,544 -32,912	-9%	-$2.26M	5.92%	3
2022 Q4	$22.4M	Sell	359,456 -34,536	-9%	-$2.19M	5.63%	4
2022 Q3	$23.4M	Sell	393,992 -100,588	-20%	-$6.86M	6.41%	3
2022 Q2	$31.4M	Sell	494,580 -33,328	-6%	-$2.32M	7.96%	2
2022 Q1	$42M	Sell	527,908 -84,240	-14%	-$6.61M	8.62%	3
2021 Q4	$53.2K	Buy	612,148 +8,664	+1%	+$714K	8.04%	4
2021 Q3	$45.1M	Buy	603,484 +36,628	+6%	+$2.83M	9.66%	2
2021 Q2	$41.9M	Buy	566,856 +12,784	+2%	+$896K	8.5%	2
2021 Q1	$36.8M	Buy	554,072 +31,788	+6%	+$2.1M	8.21%	2
2020 Q4	$34M	Sell	522,284 -77,720	-13%	-$4.73M	7.66%	1
2020 Q3	$35M	Sell	600,004 -154,470	-20%	-$8.73M	9.57%	1
2020 Q2	$39.4M	Sell	754,474 -12,244	-2%	-$576K	12.92%	1
2020 Q1	$30.8M	Buy	766,718 +104,122	+16%	+$4.75M	12.45%	1
2019 Q4	$30.4M	Buy	+662,596	New	+$28.4M	7.6%	4
2019 Q3	–	Sell	-729,872	Closed	-$28.5M	–	595
2019 Q2	$28.5M	Buy	729,872 +108,276	+17%	+$4.13M	12.31%	2
2019 Q1	$23M	Buy	621,596 +32,068	+5%	+$1.1M	10.57%	2
2018 Q4	$18.3M	Buy	+589,528	New	+$19.9M	8.34%	2

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Evolution Wealth Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.6% in Q1 2026, buying an estimated $1.13M and bringing the position to 513,535 shares worth $68.2M. The position accounts for 6.95% of the portfolio, ranked #3.

Evolution Wealth Advisors first reported a position in XLK in Q4 2018 and has held it in 29 quarters since. The position peaked at $72.8M in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Evolution Wealth Advisors held 513,535 shares of State Street Technology Select Sector SPDR ETF worth $68.2M as of Q1 2026.
Evolution Wealth Advisors bought 8,007 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $1.13M.
State Street Technology Select Sector SPDR ETF made up 6.95% of Evolution Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Evolution Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Evolution Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $72.8M in Q4 2025.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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