Evolution Wealth Advisors’s Utilities Select Sector SPDR Fund 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
2025 Q3	$7.38M	Buy
2025 Q2	$6.82M	Buy
2025 Q1	$6.42M	Buy
2021 Q3	–	Sell
2021 Q2	$83K	Buy
2021 Q1	$29K	Buy
2020 Q4	$25K	Buy
2020 Q1	–	Sell
2019 Q4	$12K	Buy