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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.8K	Hold	836	–	–	0.03%	332
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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Management's XLF Position: Q2 2026 in Review

Evolution Wealth Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 836 shares worth $44.8K. The position accounts for 0.03% of the portfolio, ranked #332.

Evolution Wealth Management first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. The position peaked at $86K in Q2 2025. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Evolution Wealth Management held 836 shares of State Street Financial Select Sector SPDR ETF worth $44.8K as of Q2 2026.
Evolution Wealth Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #332 holding.
Evolution Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $86K in Q2 2025.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.