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 $943,857. This represents 0.71% of its overall portfolio holdings.
Number of Shares
4,061
Previous 3,990
1.78%
Holding current value
$943,857
Previous $867,000
12.23%
% of portfolio
0.71%
Previous 0.66%
Shares
6 transactions
Others Institutions Holding XLY
# of Institutions
1,444Shares Held
86.3MCall Options Held
6.62MPut Options Held
11.4M-
Bank Of America Corp Charlotte, NC19.3MShares$4.49 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY5.44MShares$1.26 Billion0.08% of portfolio
-
Morgan Stanley New York, NY5.23MShares$1.21 Billion0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA2.69MShares$624 Million0.12% of portfolio
-
Envestnet Asset Management Inc2.26MShares$524 Million0.15% of portfolio