Ownership history in Evolution Wealth Advisors, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in SELECT SECTOR SPDR TR (XLK). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 505,528 | +253,198 | +100.3% | 7.34% | $72.8M | $143.97 |
| 2025 Q3 | REDUCED | 252,330 | -799 | -0.3% | 9.55% | $71.1M | $140.72 |
| 2025 Q2 | REDUCED | 253,129 | -1,667 | -0.7% | 9.38% | $64.1M | $126.26 |
| 2025 Q1 | REDUCED | 254,796 | -3,850 | -1.5% | 8.78% | $52.6M | $102.78 |
| 2024 Q4 | ADDED | 258,646 | +46,199 | +21.7% | 10.06% | $60.1M | $115.54 |
| 2024 Q3 | REDUCED | 212,447 | -723 | -0.3% | 8.62% | $48.0M | $112.00 |
| 2024 Q2 | ADDED | 213,170 | +3,066 | +1.5% | 9.40% | $48.2M | $112.03 |
| 2024 Q1 | ADDED | 210,104 | +11,007 | +5.5% | 8.38% | $43.8M | $102.96 |
| 2023 Q4 | REDUCED | 199,097 | -1,428 | -0.7% | 7.71% | $38.3M | $94.99 |
| 2023 Q3 | ADDED | 200,525 | +1,333 | +0.7% | 7.34% | $32.9M | $80.72 |
As of 2025 Q4 — sorted by position size