Evolution Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Evolution Wealth Advisors, LLC

$1.02 Billion
Q4 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 154,507 shares of XLU stock, worth $13.7 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

154,507

Previous 84,626 82.58%

Holding current value

$13.7 Million

Previous $7.38 Million 85.83%

% of portfolio

1.34%

Previous 1.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$87.89 - $92.9 $6.14 Million - $6.49 Million	69,881 Added 82.58%	154,507 $13.7 Million
Q3 2025 Oct 28, 2025	BUY	$81.14 - $87.32 $87,468 - $94,130	1,078 Added 1.29%	84,626 $7.38 Million
Q2 2025 Aug 08, 2025	BUY	$73.09 - $82.77 $159,263 - $180,355	2,179 Added 2.68%	83,548 $6.82 Million
Q1 2025 May 09, 2025	BUY	$74.7 - $80.27 $6.08 Million - $6.53 Million	81,369 New	81,369 $6.42 Million
Q3 2021 Nov 09, 2021	SELL	$63.56 - $70.07 $83,072 - $91,581	-1,307 Closed	0 $0

Q2 2021 Jul 22, 2021	BUY	$63.23 - $67.72 $54,314 - $58,171	859 Added 191.74%	1,307 $83,000
Q1 2021 Apr 20, 2021	BUY	$58.36 - $64.15 $3,034 - $3,335	52 Added 13.13%	448 $29,000
Q4 2020 Feb 02, 2021	BUY	$59.98 - $66.76 $23,752 - $26,436	396 New	396 $25,000
Q1 2020 Apr 22, 2020	SELL	$44.93 - $70.98 $8,312 - $13,131	-185 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$61.37 - $64.82 $11,353 - $11,991	185 New	185 $12,000

Others Institutions Holding XLU

# of Institutions

1,672

Shares Held

162M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Account

Evolution Wealth Advisors, LLC Utilities Sector Spdr Transaction History