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 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 $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

MMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Evolution Wealth Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q1 2026 at 125 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #417.

Evolution Wealth Management first reported a position in XLI in Q2 2025 and has held it in 4 quarters since. The position peaked at $33.9K in Q3 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Evolution Wealth Management held 125 shares of State Street Industrial Select Sector SPDR ETF worth $20.2K as of Q1 2026.
Evolution Wealth Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Industrial Select Sector SPDR ETF made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #417 holding.
Evolution Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $33.9K in Q3 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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