SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Evolution Wealth Advisors, LLC's Holding History (CIK: 0001763121)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 128,359 Value ($000) $5,739 Avg Close Range
Q3 2025
Shares 83,218 Value ($000) $7,435 Avg Close Range
Q2 2025
Shares 93,640 Value ($000) $7,942 Avg Close Range
Q1 2025
Shares 100,136 Value ($000) $9,358 Avg Close Range
Q4 2024
Shares 97,886 Value ($000) $8,383 Avg Close Range
Q3 2024
Shares 76,978 Value ($000) $6,757 Avg Close Range
Q2 2024
Shares 74,873 Value ($000) $6,825 Avg Close Range
Q1 2024
Shares 71,370 Value ($000) $6,738 Avg Close Range
Q4 2023
Shares 69,538 Value ($000) $5,830 Avg Close Range
Q3 2023
Shares 97,628 Value ($000) $8,825 Avg Close Range
Q2 2023
Shares 96,301 Value ($000) $7,817 Avg Close Range
Q1 2023
Shares 96,966 Value ($000) $8,032 Avg Close Range
Q4 2022
Shares 95,935 Value ($000) $8,391 Avg Close Range
Q3 2022
Shares 39,510 Value ($000) $2,846 Avg Close Range
Q2 2022
Shares 53,185 Value ($000) $3,804 Avg Close Range
Q1 2022
Shares 93,163 Value ($000) $7,122 Avg Close Range
Q4 2021
Shares 46,733 Value ($000) $2,594 Avg Close Range
Q3 2021
Shares 60,908 Value ($000) $3,173 Avg Close Range
Q2 2021
Shares 84,057 Value ($000) $4,528 Avg Close Range
Q1 2021
Shares 83,391 Value ($000) $4,091 Avg Close Range
Q4 2020
Shares 70,728 Value ($000) $2,681 Avg Close Range
Q3 2020
Shares 67,622 Value ($000) $2,025 Avg Close Range
Q2 2020
Shares 85,264 Value ($000) $3,227 Avg Close Range
Q1 2020
Shares 171,503 Value ($000) $4,984 Avg Close Range
Q4 2019
Shares 100,025 Value ($000) $6,006 Avg Close Range
Q3 2019
Shares 225 Value ($000) $13 Avg Close Range
Q2 2019
Shares 144,628 Value ($000) $9,214 Avg Close Range
Q1 2019
Shares 134,578 Value ($000) $8,898 Avg Close Range
Q4 2018
Shares 97,373 Value ($000) $5,584 Avg Close Range