XLC — SELECT SECTOR SPDR TR

Ownership history in Evolution Wealth Advisors, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.57% (2019 Q2)
Avg. % of fund
2.56%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 190,814 -69 -0.0% 2.26% $22.5M $117.72
2025 Q3 ADDED 190,883 +83,289 +77.4% 3.03% $22.6M $117.99
2025 Q2 REDUCED 107,594 -382 -0.4% 1.71% $11.7M $107.80
2025 Q1 REDUCED 107,976 -1,735 -1.6% 1.74% $10.4M $95.57
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% of Fund (quarterly)    XLC price (monthly, adj. close)

Other funds also holding XLC

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 13.11% Main Management Fund Advisors LLC 3Y 9.94% INNEALTA CAPITAL, LLC 3Y 7Y 9.44% IMZ Advisory Inc 8.81% Anfield Capital Management, LLC 3Y 8.58% THEORY FINANCIAL LLC 3Y 8.14% Main Management LLC 3Y 7Y 7.66% Bellwether Advisors, LLC 3Y 7.65% WestEnd Advisors, LLC 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 6.01%
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