Evolution Wealth Management Inc. Energy Sector Spdr Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 1,863 shares of XLE stock, worth $171,433. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,863
Previous 2,444 23.77%
Holding current value
$171,433
Previous $207 Million 19.68%
% of portfolio
0.17%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$84.25 - $91.99 $48,949 - $53,446
-581 Reduced 23.77%
1,863 $166 Million
Q2 2025

Aug 29, 2025
BUY
$76.44 - $94.13 $186,819 - $230,053
2,444 New
2,444 $207 Million

Others Institutions Holding XLE

# of Institutions
2,124
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Evolution Wealth Management Inc. Portfolio

Follow Evolution Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Evolution Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email