Moulton Wealth Management, Inc Technology Sector Spdr Transaction History

Moulton Wealth Management, Inc

$137 Million
Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 11,355 shares of XLK stock, worth $3.16 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

11,355

Previous 9,738 16.61%

Holding current value

$3.16 Million

Previous $2.47 Million 29.82%

% of portfolio

2.33%

Previous 1.87%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$250.97 - $282.66 $405,818 - $457,061	1,617 Added 16.61%	11,355 $3.2 Million
Q2 2025 Jul 07, 2025	BUY	$179.73 - $253.23 $1.75 Million - $2.47 Million	9,738 New	9,738 $2.47 Million
Q4 2024 Jan 16, 2025	BUY	$220.26 - $241.44 $2.06 Million - $2.26 Million	9,352 Added 407.32%	11,648 $2.71 Million
Q3 2024 Oct 17, 2024	BUY	$197.34 - $237.68 $453,092 - $545,713	2,296 New	2,296 $518,000
Q1 2022 Apr 19, 2022	SELL	$141.39 - $175.52 $6.4 Million - $7.95 Million	-45,282 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$148.06 - $176.65 $883,770 - $1.05 Million	-5,969 Reduced 11.65%	45,282 $7.84 Million
Q3 2021 Oct 12, 2021	BUY	$147.91 - $159.7 $7.58 Million - $8.18 Million	51,251 New	51,251 $7.77 Million
Q1 2021 Apr 08, 2021	SELL	$125.83 - $138.59 $4.73 Million - $5.21 Million	-37,603 Closed	0 $0
Q4 2020 Jan 12, 2021	BUY	$110.86 - $130.52 $4.17 Million - $4.91 Million	37,603 New	37,603 $4.88 Million

Others Institutions Holding XLK

# of Institutions

2,503

Shares Held

285M

Call Options Held

9.76M

Put Options Held

15.4M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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Moulton Wealth Management, Inc Technology Sector Spdr Transaction History