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 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 $1.37T 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Evolution Wealth Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.2% in Q1 2026, buying an estimated $500K and bringing the position to 165,653 shares worth $7.6M. The position accounts for 0.77% of the portfolio, ranked #21.

Evolution Wealth Advisors first reported a position in XLU in Q4 2019 and has held it in 9 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Evolution Wealth Advisors held 165,653 shares of State Street Utilities Select Sector SPDR ETF worth $7.6M as of Q1 2026.
Evolution Wealth Advisors bought 11,146 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $500K.
State Street Utilities Select Sector SPDR ETF made up 0.77% of Evolution Wealth Advisors's portfolio in Q1 2026, its #21 holding.
Evolution Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 9 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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