Moulton Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$897K	Buy	+10,795	New	+$902K	0.59%	38
2026 Q1	–	Sell	-19,270	Closed	-$1.5M	–	77
2025 Q4	$1.5M	Buy	19,270 +59	+0.3%	+$4.61K	1.42%	26
2025 Q3	$1.51M	Sell	19,211 -1,439	-7%	-$116K	1.1%	27
2025 Q2	$1.7M	Buy	20,650 +168	+0.8%	+$13.6K	1.28%	20
2025 Q1	$1.67M	Sell	20,482 -12,373	-38%	-$988K	1.28%	20
2024 Q4	$2.58M	Sell	32,855 -15,364	-32%	-$1.25M	1.98%	12
2024 Q3	$3.93M	Buy	48,219 +34,812	+260%	+$2.79M	3.28%	7
2024 Q2	$1.04M	Buy	+13,407	New	+$1.02M	0.94%	21
2022 Q1	–	Sell	-4,653	Closed	-$362K	–	27
2021 Q4	$362K	Buy	+4,653	New	+$337K	0.26%	27
2021 Q3	–	Sell	-66,124	Closed	-$4.63M	–	43
2021 Q2	$4.63M	Buy	+66,124	New	+$4.63M	3.38%	15
2021 Q1	–	Sell	-76,549	Closed	-$5.08M	–	41
2020 Q4	$5.08M	Buy	+76,549	New	+$5.06M	4.09%	9

Other funds holding XLP

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

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BHWM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 10,795 shares worth $897K. The stake represents 0.59% of the portfolio and ranks #38 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLP as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLP in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.08M in Q4 2020. 266 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Moulton Wealth Management held 10,795 shares of State Street Consumer Staples Select Sector SPDR ETF worth $897K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.59% of Moulton Wealth Management's portfolio in Q2 2026, its #38 holding.
Moulton Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2020 and has held it in 11 quarters since.
Moulton Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.08M in Q4 2020.
266 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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