Evolution Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.69M	Buy	70,559 +35,997	+104%	+$4.21M	0.78%	20
2025 Q4	$4.13M	Buy	34,562 +828	+2%	+$98.2K	0.42%	31
2025 Q3	$4.04M	Buy	33,734 +2	+0%	+$229	0.54%	35
2025 Q2	$3.67M	Buy	33,732 +458	+1%	+$46.8K	0.54%	35
2025 Q1	$3.29M	Buy	33,274 +1,316	+4%	+$143K	0.55%	38
2024 Q4	$3.58M	Sell	31,958 -26	-0.1%	-$2.78K	0.6%	31
2024 Q3	$3.2M	Sell	31,984 -28	-0.1%	-$2.62K	0.58%	37
2024 Q2	$2.92M	Buy	32,012 +2,022	+7%	+$180K	0.57%	37
2024 Q1	$2.76M	Buy	29,990 +280	+0.9%	+$24.9K	0.53%	40
2023 Q4	$2.66M	Buy	29,710 +522	+2%	+$43.2K	0.53%	43
2023 Q3	$2.35M	Buy	29,188 +400	+1%	+$33.8K	0.52%	41
2023 Q2	$2.44M	Sell	28,788 -136	-0.5%	-$10.4K	0.54%	38
2023 Q1	$2.16M	Sell	28,924 -27,568	-49%	-$1.98M	0.52%	37
2022 Q4	$3.65M	Sell	56,492 -43,462	-43%	-$3.03M	0.92%	30
2022 Q3	$7.12M	Buy	99,954 +18,216	+22%	+$1.43M	1.95%	14
2022 Q2	$5.62M	Sell	81,738 -28,194	-26%	-$2.22M	1.42%	18
2022 Q1	$10.2M	Sell	109,932 -47,448	-30%	-$4.35M	2.09%	15
2021 Q4	$16.1K	Buy	157,380 +16,528	+12%	+$1.65M	2.43%	12
2021 Q3	$12.6M	Buy	140,852 +76,380	+118%	+$6.94M	2.71%	13
2021 Q2	$5.76M	Sell	64,472 -23,704	-27%	-$2.06M	1.17%	22
2021 Q1	$7.41M	Buy	88,176 +18,140	+26%	+$1.51M	1.65%	16
2020 Q4	$5.63M	Buy	70,036 +3,484	+5%	+$269K	1.27%	23
2020 Q3	$4.89M	Buy	66,552 +3,530	+6%	+$250K	1.34%	23
2020 Q2	$4.02M	Buy	+63,022	New	+$3.72M	1.32%	17
2020 Q1	–	Sell	-137,632	Closed	-$8.63M	–	657
2019 Q4	$8.63M	Buy	137,632 +137,222	+33,469%	+$8.35M	2.16%	14
2019 Q3	$25K	Sell	410 -133,508	-100%	-$8.05M	0.01%	81
2019 Q2	$7.98M	Buy	133,918 +5,340	+4%	+$313K	3.45%	11
2019 Q1	$7.32M	Buy	128,578 +59,776	+87%	+$3.24M	3.36%	12
2018 Q4	$3.41M	Buy	+68,802	New	+$3.64M	1.55%	21