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 Q2	$8.32M	Buy	70,950 +391	+0.6%	+$45.6K	0.97%	21
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	$16.1M	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	–	656
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

Other funds holding XLY

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Evolution Wealth Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.55% in Q2 2026, buying an estimated $45.6K and bringing the position to 70,950 shares worth $8.32M. The position accounts for 0.97% of the portfolio, ranked #21.

Evolution Wealth Advisors first reported a position in XLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.1M in Q4 2021. 1,308 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Evolution Wealth Advisors held 70,950 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $8.32M as of Q2 2026.
Evolution Wealth Advisors bought 391 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $45.6K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.97% of Evolution Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Evolution Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Evolution Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $16.1M in Q4 2021.
1,308 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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