Moulton Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743K	Buy	+13,527	New	+$703K	0.49%	46
2026 Q1	–	Sell	-22,754	Closed	-$1.25M	–	74
2025 Q4	$1.25M	Buy	22,754 +120	+0.5%	+$6.39K	1.18%	27
2025 Q3	$1.22M	Buy	22,634 +121	+0.5%	+$6.41K	0.89%	30
2025 Q2	$1.2M	Sell	22,513 -30,400	-57%	-$1.5M	0.91%	28
2025 Q1	$2.64M	Buy	52,913 +1,150	+2%	+$57.7K	2.01%	15
2024 Q4	$2.5M	Buy	51,763 +23,307	+82%	+$1.13M	1.92%	13
2024 Q3	$1.3M	Buy	+28,456	New	+$1.24M	1.08%	21
2022 Q1	–	Sell	-44,009	Closed	-$1.79M	–	25
2021 Q4	$1.79M	Sell	44,009 -24,520	-36%	-$964K	1.31%	18
2021 Q3	$2.61M	Sell	68,529 -118,301	-63%	-$4.43M	1.95%	17
2021 Q2	$6.86M	Sell	186,830 -28,199	-13%	-$1.03M	5.01%	7
2021 Q1	$7.46M	Buy	215,029 +67,305	+46%	+$2.16M	5.63%	5
2020 Q4	$4.58M	Buy	+147,724	New	+$3.95M	3.69%	14

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 13,527 shares worth $743K. The stake represents 0.49% of the portfolio and ranks #46 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLF as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLF in Q4 2020 and has held it in 12 quarters since. The position peaked at $7.46M in Q1 2021. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Moulton Wealth Management held 13,527 shares of State Street Financial Select Sector SPDR ETF worth $743K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.49% of Moulton Wealth Management's portfolio in Q2 2026, its #46 holding.
Moulton Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2020 and has held it in 12 quarters since.
Moulton Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $7.46M in Q1 2021.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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