Moulton Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History

Moulton Wealth Management, Inc

$137 Million
Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 4,061 shares of XLY stock, worth $937,644. This represents 0.71% of its overall portfolio holdings.

Number of Shares

4,061

Previous 3,990 1.78%

Holding current value

$937,644

Previous $867,000 12.23%

% of portfolio

0.71%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$216.09 - $242.18 $15,342 - $17,194	71 Added 1.78%	4,061 $973,000
Q2 2025 Jul 07, 2025	BUY	$176.34 - $218.59 $703,596 - $872,174	3,990 New	3,990 $867,000
Q4 2024 Jan 16, 2025	BUY	$194.8 - $239.43 $1.09 Million - $1.34 Million	5,588 Added 109.98%	10,669 $2.39 Million
Q3 2024 Oct 17, 2024	BUY	$170.05 - $200.86 $864,024 - $1.02 Million	5,081 New	5,081 $1.02 Million
Q1 2022 Apr 19, 2022	SELL	$163.19 - $210.31 $1.9 Million - $2.45 Million	-11,667 Closed	0 $0

Q4 2021 Jan 12, 2022	BUY	$179.37 - $211.42 $2.09 Million - $2.47 Million	11,667 New	11,667 $2.44 Million

Others Institutions Holding XLY

# of Institutions

1,499

Shares Held

88.1M

Call Options Held

5.17M

Put Options Held

12.2M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Moulton Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History