Moulton Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$884K	Buy	+8,030	New	+$915K	0.58%	39
2026 Q1	–	Sell	-7,532	Closed	-$880K	–	73
2025 Q4	$880K	Sell	7,532 -15	-0.2%	-$1.73K	0.83%	32
2025 Q3	$893K	Buy	7,547 +215	+3%	+$23.9K	0.65%	38
2025 Q2	$792K	Sell	7,332 -14,525	-66%	-$1.43M	0.6%	31
2025 Q1	$2.11M	Buy	21,857 +153	+0.7%	+$15.3K	1.61%	17
2024 Q4	$2.1M	Buy	21,704 +11,138	+105%	+$1.06M	1.61%	16
2024 Q3	$960K	Buy	+10,566	New	+$911K	0.8%	26
2021 Q4	–	Sell	-29,408	Closed	-$2.4M	–	33
2021 Q3	$2.4M	Buy	+29,408	New	+$2.43M	1.79%	18
2021 Q2	–	Sell	-71,588	Closed	-$5.46M	–	42
2021 Q1	$5.46M	Buy	+71,588	New	+$5.09M	4.13%	14

Other funds holding XLC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Moulton Wealth Management's XLC Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 8,030 shares worth $884K. The stake represents 0.58% of the portfolio and ranks #39 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLC as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLC in Q1 2021 and has held it in 9 quarters since. The position peaked at $5.46M in Q1 2021. 259 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Moulton Wealth Management held 8,030 shares of State Street Communication Services Select Sector SPDR ETF worth $884K as of Q2 2026.
State Street Communication Services Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.58% of Moulton Wealth Management's portfolio in Q2 2026, its #39 holding.
Moulton Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and has held it in 9 quarters since.
Moulton Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $5.46M in Q1 2021.
259 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.