Moulton Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.02M	Buy	+26,921	New	+$4.6M	3.3%	8
2026 Q1	–	Sell	-22,966	Closed	-$3.31M	–	76
2025 Q4	$3.31M	Buy	22,966 +256	+1%	+$37K	3.14%	7
2025 Q3	$3.2M	Buy	22,710 +3,234	+17%	+$428K	2.33%	10
2025 Q2	$2.5M	Buy	+19,476	New	+$2.16M	1.89%	14
2025 Q1	–	Sell	-23,296	Closed	-$2.71M	–	49
2024 Q4	$2.71M	Buy	23,296 +18,704	+407%	+$2.18M	2.08%	11
2024 Q3	$517K	Buy	+4,592	New	+$504K	0.43%	33
2022 Q1	–	Sell	-90,564	Closed	-$7.84M	–	26
2021 Q4	$7.84M	Sell	90,564 -11,938	-12%	-$983K	5.74%	5
2021 Q3	$7.77M	Buy	+102,502	New	+$7.91M	5.8%	5
2021 Q1	–	Sell	-75,206	Closed	-$4.88M	–	40
2020 Q4	$4.88M	Buy	+75,206	New	+$4.58M	3.93%	11

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 26,921 shares worth $5.02M. The stake represents 3.3% of the portfolio and ranks #8 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLK as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLK in Q4 2020 and has held it in 9 quarters since. The position peaked at $7.84M in Q4 2021. 685 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Moulton Wealth Management held 26,921 shares of State Street Technology Select Sector SPDR ETF worth $5.02M as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 3.3% of Moulton Wealth Management's portfolio in Q2 2026, its #8 holding.
Moulton Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
Moulton Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $7.84M in Q4 2021.
685 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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