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.
| 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 |
| 2024 Q4 | ADDED | 133,517 | +2,830 | +2.2% | 1.76% | $10.5M | $76.52 |
| 2024 Q3 | ADDED | 130,687 | +1,791 | +1.4% | 1.95% | $10.8M | $80.18 |
| 2024 Q2 | ADDED | 128,896 | +5,773 | +4.7% | 1.92% | $9.9M | $73.59 |
| 2024 Q1 | ADDED | 123,123 | +115 | +0.1% | 1.80% | $9.4M | $72.83 |
| 2023 Q4 | REDUCED | 123,008 | -2,419 | -1.9% | 1.78% | $8.9M | $68.20 |
| 2023 Q3 | REDUCED | 125,427 | -52,960 | -29.7% | 1.93% | $8.6M | $64.66 |
As of 2025 Q4 — sorted by position size