Evolution Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Evolution Wealth Management's XLU Position: Q1 2026 in Review
Evolution Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 59% in Q1 2026, buying an estimated $22.2K and bringing the position to 1,330 shares worth $61K. The position accounts for 0.04% of the portfolio, ranked #231.
Evolution Wealth Management first reported a position in XLU in Q2 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Evolution Wealth Management held 1,330 shares of State Street Utilities Select Sector SPDR ETF worth $61K as of Q1 2026.
- Evolution Wealth Management bought 494 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $22.2K.
- State Street Utilities Select Sector SPDR ETF made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #231 holding.
- Evolution Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
- 1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.