XLP — SELECT SECTOR SPDR TR

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 (XLP). 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
2.36%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 135,854 +1,674 +1.2% 1.06% $10.6M $77.68
2025 Q3 ADDED 134,180 +1,127 +0.8% 1.41% $10.5M $77.75
2025 Q2 REDUCED 133,053 -226 -0.2% 1.58% $10.8M $79.78
2025 Q1 REDUCED 133,279 -238 -0.2% 1.82% $10.9M $79.92
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLP price (monthly, adj. close)

Other funds also holding XLP

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 19.09% Elliott Investment Management L.P. 3Y 6.88% STRATEGIC ADVISORY PARTNERS, LLC 6.52% LifePlan Financial, LLC 6.15% Biltmore Wealth Management, LLC 3Y 7Y 5.6% WestEnd Advisors, LLC 3Y 7Y 4.99% Perbak Capital Partners LLP 4.92% Conservest Capital Advisors, Inc. 3Y 7Y 4.39% FSC Wealth Advisors, LLC 3Y 4.15% Split Rock Private Trading & Wealth Management, LLC 3.77%
← Back to Evolution Wealth Advisors, LLC Holdings