Moulton Wealth Management, Inc Financial Sector Spdr Transaction History

Moulton Wealth Management, Inc

$131 Million
Q1 2025

A detailed history of Moulton Wealth Management, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 52,913 shares of XLF stock, worth $2.7 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

52,913

Previous 51,763 2.22%

Holding current value

$2.7 Million

Previous $2.5 Million 4.08%

% of portfolio

1.99%

Previous 1.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$47.32 - $52.19 $54,418 - $60,018	1,150 Added 2.22%	52,913 $2.6 Million
Q4 2024 Jan 16, 2025	BUY	$44.89 - $51.34 $1.05 Million - $1.2 Million	23,307 Added 81.91%	51,763 $2.5 Million
Q3 2024 Oct 17, 2024	BUY	$40.84 - $45.74 $1.16 Million - $1.3 Million	28,456 New	28,456 $1.29 Million
Q1 2022 Apr 19, 2022	SELL	$35.66 - $41.42 $1.57 Million - $1.82 Million	-44,009 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$37.54 - $40.62 $920,480 - $996,002	-24,520 Reduced 35.78%	44,009 $1.79 Million
Q3 2021 Oct 12, 2021	SELL	$35.11 - $39.0 $4.15 Million - $4.61 Million	-118,301 Reduced 63.32%	68,529 $2.61 Million
Q2 2021 Jul 20, 2021	SELL	$34.47 - $38.47 $972,019 - $1.08 Million	-28,199 Reduced 13.11%	186,830 $6.86 Million
Q1 2021 Apr 08, 2021	BUY	$28.95 - $34.77 $1.95 Million - $2.34 Million	67,305 Added 45.56%	215,029 $7.46 Million
Q4 2020 Jan 12, 2021	BUY	$23.61 - $29.48 $3.49 Million - $4.35 Million	147,724 New	147,724 $4.58 Million

Others Institutions Holding XLF

# of Institutions

2,109

Shares Held

793M

Call Options Held

180M

Put Options Held

245M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Moulton Wealth Management, Inc Financial Sector Spdr Transaction History