Evolution Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41.3K Sell
836
-200
-19% -$10.4K 0.03% 302
2025
Q4
$56.7K Sell
1,036
-163
-14% -$8.69K 0.05% 229
2025
Q3
$64.6K Sell
1,199
-444
-27% -$23.5K 0.07% 178
2025
Q2
$86K Buy
+1,643
New +$81.3K 0.11% 131

Other funds holding XLF

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

Evolution Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 19% in Q1 2026, selling an estimated $10.4K and leaving 836 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #302.

Evolution Wealth Management first reported a position in XLF in Q2 2025 and has held it in 4 quarters since. The position peaked at $86K in Q2 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Evolution Wealth Management held 836 shares of State Street Financial Select Sector SPDR ETF worth $41.3K as of Q1 2026.
  • Evolution Wealth Management sold 200 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $10.4K.
  • State Street Financial Select Sector SPDR ETF made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #302 holding.
  • Evolution Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $86K in Q2 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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