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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 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. 453 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.
  • 453 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.