Evolution Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.4K	Sell	670 -660	-50%	-$29.9K	0.02%	393
2026 Q1	$61K	Buy	1,330 +494	+59%	+$22.2K	0.04%	231
2025 Q4	$35.7K	Buy	836 +18	+2%	+$797	0.03%	280
2025 Q3	$35.7K	Hold	818	–	–	0.04%	233
2025 Q2	$33.4K	Buy	+818	New	+$32.6K	0.04%	220

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Evolution Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 50% in Q2 2026, selling an estimated $29.9K and leaving 670 shares worth $30.4K. The position accounts for 0.02% of the portfolio, ranked #393.

Evolution Wealth Management first reported a position in XLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $61K in Q1 2026. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Evolution Wealth Management held 670 shares of State Street Utilities Select Sector SPDR ETF worth $30.4K as of Q2 2026.
Evolution Wealth Management sold 660 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $29.9K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #393 holding.
Evolution Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $61K in Q1 2026.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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