Evolution Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Evolution Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$287K	Buy	4,681 +933	+25%	+$50K	0.21%	81
2025 Q4	$168K	Buy	3,748 +22	+0.6%	+$980	0.14%	114
2025 Q3	$166K	Sell	3,726 -1,162	-24%	-$50.9K	0.17%	104
2025 Q2	$207K	Buy	+4,888	New	+$204K	0.26%	71

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Evolution Wealth Management's XLE Position: Q1 2026 in Review

Evolution Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 25% in Q1 2026, buying an estimated $50K and bringing the position to 4,681 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #81.

Evolution Wealth Management first reported a position in XLE in Q2 2025 and has held it in 4 quarters since. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Evolution Wealth Management held 4,681 shares of State Street Energy Select Sector SPDR ETF worth $287K as of Q1 2026.
Evolution Wealth Management bought 933 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $50K.
State Street Energy Select Sector SPDR ETF made up 0.21% of Evolution Wealth Management's portfolio in Q1 2026, its #81 holding.
Evolution Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.