MWM
XLI icon

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

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 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. 301 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.
  • 301 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.