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 (XLC). 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 | REDUCED | 190,814 | -69 | -0.0% | 2.26% | $22.5M | $117.72 |
| 2025 Q3 | ADDED | 190,883 | +83,289 | +77.4% | 3.03% | $22.6M | $117.99 |
| 2025 Q2 | REDUCED | 107,594 | -382 | -0.4% | 1.71% | $11.7M | $107.80 |
| 2025 Q1 | REDUCED | 107,976 | -1,735 | -1.6% | 1.74% | $10.4M | $95.57 |
| 2024 Q4 | ADDED | 109,711 | +2,339 | +2.2% | 1.78% | $10.6M | $95.65 |
| 2024 Q3 | ADDED | 107,372 | +183 | +0.2% | 1.74% | $9.7M | $89.08 |
| 2024 Q2 | ADDED | 107,189 | +3,771 | +3.6% | 1.79% | $9.2M | $84.16 |
| 2024 Q1 | ADDED | 103,418 | +47,554 | +85.1% | 1.62% | $8.4M | $80.01 |
| 2023 Q4 | ADDED | 55,864 | +460 | +0.8% | 0.82% | $4.1M | $71.00 |
| 2023 Q3 | ADDED | 55,404 | +305 | +0.6% | 0.81% | $3.6M | $63.92 |
As of 2025 Q4 — sorted by position size