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 (XLV). 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 | 112,462 | +1,306 | +1.2% | 1.75% | $17.4M | $154.80 |
| 2025 Q3 | REDUCED | 111,156 | -15,465 | -12.2% | 2.08% | $15.5M | $138.58 |
| 2025 Q2 | ADDED | 126,621 | +631 | +0.5% | 2.50% | $17.1M | $133.61 |
| 2025 Q1 | ADDED | 125,990 | +46,265 | +58.0% | 3.07% | $18.4M | $144.04 |
| 2024 Q4 | ADDED | 79,725 | +460 | +0.6% | 1.83% | $11.0M | $135.19 |
| 2024 Q3 | ADDED | 79,265 | +703 | +0.9% | 2.19% | $12.2M | $150.68 |
| 2024 Q2 | ADDED | 78,562 | +3,523 | +4.7% | 2.23% | $11.5M | $142.06 |
| 2024 Q1 | REDUCED | 75,039 | -36,795 | -32.9% | 2.12% | $11.1M | $143.42 |
| 2023 Q4 | REDUCED | 111,834 | -552 | -0.5% | 3.07% | $15.3M | $131.93 |
| 2023 Q3 | REDUCED | 112,386 | -44,942 | -28.6% | 3.23% | $14.5M | $123.98 |
As of 2025 Q4 — sorted by position size