SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 154,507 Value ($000) $6,596 Avg Close Range
Q3 2025
Shares 84,626 Value ($000) $7,380 Avg Close Range
Q2 2025
Shares 83,548 Value ($000) $6,823 Avg Close Range
Q1 2025
Shares 81,369 Value ($000) $6,416 Avg Close Range
Q2 2021
Shares 1,307 Value ($000) $83 Avg Close Range
Q1 2021
Shares 448 Value ($000) $29 Avg Close Range
Q4 2020
Shares 396 Value ($000) $25 Avg Close Range
Q4 2019
Shares 185 Value ($000) $12 Avg Close Range