Evolution Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Evolution Wealth Management's XLE Position: Q2 2026 in Review
Evolution Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q2 2026, selling an estimated $81.6K and leaving 3,254 shares worth $173K. The position accounts for 0.1% of the portfolio, ranked #138.
Evolution Wealth Management first reported a position in XLE in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2026. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Evolution Wealth Management held 3,254 shares of State Street Energy Select Sector SPDR ETF worth $173K as of Q2 2026.
- Evolution Wealth Management sold 1,427 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $81.6K.
- State Street Energy Select Sector SPDR ETF made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #138 holding.
- Evolution Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
- Evolution Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $287K in Q1 2026.
- 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.