Evolution Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.55M	Buy	166,523 +870	+0.5%	+$39.4K	0.88%	23
2026 Q1	$7.6M	Buy	165,653 +11,146	+7%	+$500K	0.77%	21
2025 Q4	$6.6M	Sell	154,507 -14,745	-9%	-$653K	0.66%	23
2025 Q3	$7.38M	Buy	169,252 +2,156	+1%	+$91.2K	0.99%	23
2025 Q2	$6.82M	Buy	167,096 +4,358	+3%	+$174K	1%	22
2025 Q1	$6.42M	Buy	+162,738	New	+$6.36M	1.07%	21
2021 Q3	–	Sell	-2,614	Closed	-$83K	–	687
2021 Q2	$83K	Buy	2,614 +1,718	+192%	+$56.2K	0.02%	175
2021 Q1	$29K	Buy	896 +104	+13%	+$3.23K	0.01%	252
2020 Q4	$25K	Buy	+792	New	+$25.1K	0.01%	239
2020 Q1	–	Sell	-370	Closed	-$12K	–	655
2019 Q4	$12K	Buy	+370	New	+$11.8K	﹤0.01%	275

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Evolution Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.53% in Q2 2026, buying an estimated $39.4K and bringing the position to 166,523 shares worth $7.55M. The position accounts for 0.88% of the portfolio, ranked #23.

Evolution Wealth Advisors first reported a position in XLU in Q4 2019 and has held it in 10 quarters since. The position peaked at $7.6M in Q1 2026. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Evolution Wealth Advisors held 166,523 shares of State Street Utilities Select Sector SPDR ETF worth $7.55M as of Q2 2026.
Evolution Wealth Advisors bought 870 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $39.4K.
State Street Utilities Select Sector SPDR ETF made up 0.88% of Evolution Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Evolution Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 10 quarters since.
Evolution Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $7.6M in Q1 2026.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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