XLU — SELECT SECTOR SPDR TR

Ownership history in Evolution Wealth Advisors, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in SELECT SECTOR SPDR TR (XLU). 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
1.07% (2025 Q1)
Avg. % of fund
0.47%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 154,507 +69,881 +82.6% 0.66% $6.6M $42.69
2025 Q3 ADDED 84,626 +1,078 +1.3% 0.99% $7.4M $43.28
2025 Q2 ADDED 83,548 +2,179 +2.7% 1.00% $6.8M $40.26
2025 Q1 ADDED 81,369 +80,062 +6125.6% 1.07% $6.4M $38.60
2021 Q2 ADDED 1,307 +859 +191.7% 0.02% $83K $27.56
2021 Q1 ADDED 448 +52 +13.1% 0.01% $29K $27.70
2020 Q4 ADDED 396 +211 +114.1% 0.01% $25K $26.92
2019 Q4 INITIATED 185 — — 0.00% $12K $26.78
% of Fund (quarterly)    XLU price (monthly, adj. close)

Other funds also holding XLU

As of 2025 Q4 — sorted by position size

Laura & John Arnold Foundation 31.58% Georgetown University 3Y 7Y 16.28% CABANA LLC 3Y 7Y 12.48% Savior LLC 3Y 7.95% Algorithmic Investment Models, LLC 3Y 6.05% Moss Adams Wealth Advisors LLC 5.3% Wealth Advisors of Iowa, LLC 3Y 5.29% CTC Alternative Strategies, Ltd. 3Y 7Y 5.29% Biltmore Wealth Management, LLC 3Y 7Y 5.0% Waycross Investment Management Co 3Y 4.95%
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