Moulton Wealth Management, Inc Consumer Staples Sector Spdr Transaction History
Moulton Wealth Management, Inc
- $137 Million
- Q3 2025
A detailed history of Moulton Wealth Management, Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 19,211 shares of XLP stock, worth $1.46 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
19,211
Previous 20,650
6.97%
Holding current value
$1.46 Million
Previous $1.57 Million
7.01%
% of portfolio
1.06%
Previous 1.19%
Shares
12 transactions
Others Institutions Holding XLP
# of Institutions
1,395Shares Held
184MCall Options Held
7.22MPut Options Held
11.7M-
Bank Of America Corp Charlotte, NC27.2MShares$2.07 Billion0.16% of portfolio
-
Morgan Stanley New York, NY10.7MShares$815 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY10.3MShares$781 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A65.25MShares$399 Million0.82% of portfolio