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 (XLF). 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 | 578,666 | +5,615 | +1.0% | 3.19% | $31.7M | $54.77 |
| 2025 Q3 | REDUCED | 573,051 | -33,424 | -5.5% | 4.15% | $30.9M | $53.68 |
| 2025 Q2 | REDUCED | 606,475 | -776 | -0.1% | 4.65% | $31.8M | $52.02 |
| 2025 Q1 | REDUCED | 607,251 | -1,038 | -0.2% | 5.05% | $30.2M | $49.30 |
| 2024 Q4 | ADDED | 608,289 | +103,666 | +20.5% | 4.92% | $29.4M | $47.67 |
| 2024 Q3 | REDUCED | 504,623 | -3,523 | -0.7% | 4.11% | $22.9M | $44.51 |
| 2024 Q2 | ADDED | 508,146 | +4,742 | +0.9% | 4.07% | $20.9M | $40.23 |
| 2024 Q1 | ADDED | 503,404 | +79,429 | +18.7% | 4.06% | $21.2M | $41.05 |
| 2023 Q4 | REDUCED | 423,975 | -5,330 | -1.2% | 3.21% | $15.9M | $36.51 |
| 2023 Q3 | REDUCED | 429,305 | -66,771 | -13.5% | 3.18% | $14.2M | $32.05 |
As of 2025 Q4 — sorted by position size