Moulton Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Moulton Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,230	Closed	-$346K	–	47
2024 Q4	$346K	Sell	8,230 -8,166	-50%	-$378K	0.27%	38
2024 Q3	$780K	Sell	16,396 -40,688	-71%	-$1.86M	0.65%	28
2024 Q2	$2.51M	Sell	57,084 -1,108	-2%	-$50.1K	2.28%	13
2024 Q1	$2.7M	Buy	+58,192	New	+$2.5M	2.83%	9
2022 Q1	–	Sell	-20,786	Closed	-$942K	–	24
2021 Q4	$942K	Buy	+20,786	New	+$898K	0.69%	19
2021 Q3	–	Sell	-154,034	Closed	-$6.34M	–	40
2021 Q2	$6.34M	Buy	154,034 +3,990	+3%	+$168K	4.63%	8
2021 Q1	$6.05M	Buy	150,044 +14,224	+10%	+$537K	4.57%	11
2020 Q4	$5.2M	Buy	+135,820	New	+$4.65M	4.18%	8

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moulton Wealth Management's XLB Position: Q1 2025 in Review

Moulton Wealth Management sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2025, closing a stake of 8,230 shares — an estimated $346K sold.

Moulton Wealth Management first reported a position in XLB in Q4 2020 and held it in 8 quarters. The position peaked at $6.34M in Q2 2021. 782 funds tracked by Wall St. Rank hold XLB as of Q1 2025.

Moulton Wealth Management reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Moulton Wealth Management sold 8,230 State Street Materials Select Sector SPDR ETF shares in Q1 2025, an estimated $346K.
Moulton Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2020 and held it in 8 quarters.
Moulton Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $6.34M in Q2 2021.
782 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2025.

Based on Moulton Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.