Moulton Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.18M	Buy	+11,846	New	+$2.06M	1.43%	17
2026 Q1	–	Sell	-12,392	Closed	-$1.96M	–	75
2025 Q4	$1.96M	Sell	12,392 -92	-0.7%	-$14.2K	1.86%	16
2025 Q3	$1.93M	Buy	12,484 +70	+0.6%	+$10.6K	1.4%	21
2025 Q2	$1.85M	Sell	12,414 -3,175	-20%	-$433K	1.4%	17
2025 Q1	$2.04M	Sell	15,589 -28	-0.2%	-$3.78K	1.56%	18
2024 Q4	$2.06M	Buy	15,617 +799	+5%	+$110K	1.58%	17
2024 Q3	$2.01M	Buy	+14,818	New	+$1.88M	1.67%	15
2021 Q3	–	Sell	-49,987	Closed	-$5.12M	–	42
2021 Q2	$5.12M	Sell	49,987 -10,987	-18%	-$1.13M	3.74%	12
2021 Q1	$6.08M	Buy	60,974 +4,769	+8%	+$437K	4.59%	10
2020 Q4	$5.04M	Buy	+56,205	New	+$4.74M	4.06%	10

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026: 11,846 shares worth $2.18M. The stake represents 1.43% of the portfolio and ranks #17 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLI as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLI in Q4 2020 and has held it in 10 quarters since. The position peaked at $6.08M in Q1 2021. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Moulton Wealth Management held 11,846 shares of State Street Industrial Select Sector SPDR ETF worth $2.18M as of Q2 2026.
State Street Industrial Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 1.43% of Moulton Wealth Management's portfolio in Q2 2026, its #17 holding.
Moulton Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Moulton Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $6.08M in Q1 2021.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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