Evolution Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6K	Buy	138 +13	+10%	+$2.26K	0.02%	421
2026 Q1	$20.2K	Hold	125	–	–	0.01%	417
2025 Q4	$19.4K	Sell	125 -95	-43%	-$14.6K	0.02%	358
2025 Q3	$33.9K	Buy	220 +98	+80%	+$14.8K	0.03%	243
2025 Q2	$18K	Buy	+122	New	+$16.6K	0.02%	295

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Evolution Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 10% in Q2 2026, buying an estimated $2.26K and bringing the position to 138 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #421.

Evolution Wealth Management first reported a position in XLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.9K in Q3 2025. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Evolution Wealth Management held 138 shares of State Street Industrial Select Sector SPDR ETF worth $25.6K as of Q2 2026.
Evolution Wealth Management bought 13 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.26K.
State Street Industrial Select Sector SPDR ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #421 holding.
Evolution Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $33.9K in Q3 2025.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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