SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 578,666 Value ($000) $31,694 Avg Close — Range —
Q3 2025
Shares 573,051 Value ($000) $30,870 Avg Close — Range —
Q2 2025
Shares 606,475 Value ($000) $31,761 Avg Close — Range —
Q1 2025
Shares 607,251 Value ($000) $30,247 Avg Close — Range —
Q4 2024
Shares 608,289 Value ($000) $29,399 Avg Close — Range —
Q3 2024
Shares 504,623 Value ($000) $22,869 Avg Close — Range —
Q2 2024
Shares 508,146 Value ($000) $20,890 Avg Close — Range —
Q1 2024
Shares 503,404 Value ($000) $21,203 Avg Close — Range —
Q4 2023
Shares 423,975 Value ($000) $15,941 Avg Close — Range —
Q3 2023
Shares 429,305 Value ($000) $14,240 Avg Close — Range —
Q2 2023
Shares 496,076 Value ($000) $16,723 Avg Close — Range —
Q1 2023
Shares 493,244 Value ($000) $15,858 Avg Close — Range —
Q4 2022
Shares 495,340 Value ($000) $16,940 Avg Close — Range —
Q3 2022
Shares 503,580 Value ($000) $15,289 Avg Close — Range —
Q2 2022
Shares 482,692 Value ($000) $15,182 Avg Close — Range —
Q1 2022
Shares 674,068 Value ($000) $25,836 Avg Close — Range —
Q4 2021
Shares 668,358 Value ($000) $26,099 Avg Close — Range —
Q3 2021
Shares 625,557 Value ($000) $23,477 Avg Close — Range —
Q2 2021
Shares 475,498 Value ($000) $17,446 Avg Close — Range —
Q1 2021
Shares 334,160 Value ($000) $11,378 Avg Close — Range —
Q4 2020
Shares 317,043 Value ($000) $9,346 Avg Close — Range —
Q3 2020
Shares 302,650 Value ($000) $7,285 Avg Close — Range —
Q2 2020
Shares 265,017 Value ($000) $6,132 Avg Close — Range —
Q1 2020
Shares 5,627 Value ($000) $117 Avg Close — Range —
Q4 2019
Shares 261,736 Value ($000) $8,056 Avg Close — Range —
Q3 2019
Shares 390 Value ($000) $11 Avg Close — Range —
Q2 2019
Shares 383,924 Value ($000) $10,596 Avg Close — Range —
Q1 2019
Shares 365,494 Value ($000) $9,397 Avg Close — Range —
Q4 2018
Shares 517,464 Value ($000) $12,326 Avg Close — Range —