Moulton Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$282K	Buy	+2,375	New	+$277K	0.19%	62
2026 Q1	–	Sell	-8,099	Closed	-$958K	–	80
2025 Q4	$958K	Sell	8,099 -23	-0.3%	-$2.73K	0.91%	31
2025 Q3	$973K	Buy	8,122 +142	+2%	+$16.3K	0.71%	36
2025 Q2	$883K	Buy	+7,980	New	+$816K	0.67%	30
2025 Q1	–	Sell	-21,338	Closed	-$2.39M	–	51
2024 Q4	$2.39M	Buy	21,338 +11,176	+110%	+$1.2M	1.84%	15
2024 Q3	$1.01M	Buy	+10,162	New	+$950K	0.84%	24
2022 Q1	–	Sell	-23,334	Closed	-$2.44M	–	31
2021 Q4	$2.44M	Buy	+23,334	New	+$2.32M	1.78%	16

Other funds holding XLY

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 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

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

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

BWM

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

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

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

Moulton Wealth Management opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2026: 2,375 shares worth $282K. The stake represents 0.19% of the portfolio and ranks #62 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLY as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLY in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2021. 332 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Moulton Wealth Management held 2,375 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $282K as of Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.19% of Moulton Wealth Management's portfolio in Q2 2026, its #62 holding.
Moulton Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and has held it in 7 quarters since.
Moulton Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.44M in Q4 2021.
332 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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