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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$869K Buy
10,823
+28
+0.3% +$2.36K 0.59% 39
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% +$4.6K 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

Moulton Wealth Management's XLP Position: Q3 2026 in Review

Moulton Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.26% in Q3 2026, buying an estimated $2.36K and bringing the position to 10,823 shares worth $869K. The position accounts for 0.59% of the portfolio, ranked #39.

Moulton Wealth Management first reported a position in XLP in Q4 2020 and has held it in 12 quarters since. The position peaked at $5.08M in Q4 2020. 853 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

  • Moulton Wealth Management held 10,823 shares of State Street Consumer Staples Select Sector SPDR ETF worth $869K as of Q3 2026.
  • Moulton Wealth Management bought 28 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $2.36K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.59% of Moulton Wealth Management's portfolio in Q3 2026, its #39 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 12 quarters since.
  • Moulton Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $5.08M in Q4 2020.
  • 853 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.