Evolution Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31K	Hold	12	–	–	﹤0.01%	776
2025 Q4	$1.43K	Hold	12	–	–	﹤0.01%	669
2025 Q3	$1.44K	Buy	+12	New	+$1.37K	﹤0.01%	525

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Evolution Wealth Management held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q1 2026 at 12 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Evolution Wealth Management first reported a position in XLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.44K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Evolution Wealth Management held 12 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.31K as of Q1 2026.
Evolution Wealth Management left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #776 holding.
Evolution Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
Evolution Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.44K in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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