XLF — 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 (XLF). 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
5.63% (2018 Q4)
Avg. % of fund
3.57%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 578,666 +5,615 +1.0% 3.19% $31.7M $54.77
2025 Q3 REDUCED 573,051 -33,424 -5.5% 4.15% $30.9M $53.68
2025 Q2 REDUCED 606,475 -776 -0.1% 4.65% $31.8M $52.02
2025 Q1 REDUCED 607,251 -1,038 -0.2% 5.05% $30.2M $49.30
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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