Moulton Wealth Management’s State Street Real Estate Select Sector SPDR Premium Income ETF XLRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,194	Closed	-$215K	–	80
2026 Q1	$215K	Buy	+5,194	New	+$123K	0.15%	52

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

Moulton Wealth Management sold out of State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) in Q2 2026, closing a stake of 5,194 shares — an estimated $215K sold.

Moulton Wealth Management first reported a position in XLRI in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 0 funds tracked by Wall St. Rank hold XLRI as of Q2 2026.

Moulton Wealth Management reported no remaining State Street Real Estate Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Moulton Wealth Management sold 5,194 State Street Real Estate Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $215K.
Moulton Wealth Management first reported a position in State Street Real Estate Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
Moulton Wealth Management's State Street Real Estate Select Sector SPDR Premium Income ETF position peaked at $215K in Q1 2026.
0 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR Premium Income ETF as of Q2 2026.

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