Moulton Wealth Management, Inc Consumer Staples Sector Spdr Transaction History

Moulton Wealth Management, Inc

$131 Million
Q1 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 20,482 shares of XLP stock, worth $1.56 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

20,482

Previous 32,855 37.66%

Holding current value

$1.56 Million

Previous $2.5 Million 37.67%

% of portfolio

1.19%

Previous 1.94%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	N/A	-12,373 Reduced 37.66%	20,482 $1.56 Million
Q4 2024 Jan 16, 2025	SELL	N/A	-15,364 Reduced 31.86%	32,855 $2.5 Million
Q3 2024 Oct 17, 2024	BUY	$76.04 - $76.04 $2.65 Million - $2.65 Million	34,812 Added 259.66%	48,219 $3.67 Million
Q2 2024 Jul 16, 2024	BUY	$73.08 - $78.4 $979,783 - $1.05 Million	13,407 New	13,407 $1.03 Million
Q1 2022 Apr 19, 2022	SELL	N/A	-4,653 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	N/A	4,653 New	4,653 $362,000
Q3 2021 Oct 12, 2021	SELL	N/A	-66,124 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	N/A	66,124 New	66,124 $4.63 Million
Q1 2021 Apr 08, 2021	SELL	N/A	-76,549 Closed	0 $0
Q4 2020 Jan 12, 2021	BUY	N/A	76,549 New	76,549 $5.08 Million

Others Institutions Holding XLP

# of Institutions

1,358

Shares Held

174M

Call Options Held

8.73M

Put Options Held

15.5M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Account

Moulton Wealth Management, Inc Consumer Staples Sector Spdr Transaction History