Moulton Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History

Moulton Wealth Management, Inc

  • $132 Million
  • Q2 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 3,990 shares of XLY stock, worth $874,568. This represents 0.66% of its overall portfolio holdings.

Number of Shares
3,990
Holding current value
$874,568
% of portfolio
0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$176.34 - $218.59 $703,596 - $872,174
3,990 New
3,990 $867,000
Q4 2024

Jan 16, 2025
BUY
$194.8 - $239.43 $1.09 Million - $1.34 Million
5,588 Added 109.98%
10,669 $2.39 Million
Q3 2024

Oct 17, 2024
BUY
$170.05 - $200.86 $864,024 - $1.02 Million
5,081 New
5,081 $1.02 Million
Q1 2022

Apr 19, 2022
SELL
$163.19 - $210.31 $1.9 Million - $2.45 Million
-11,667 Closed
0 $0
Q4 2021

Jan 12, 2022
BUY
$179.37 - $211.42 $2.09 Million - $2.47 Million
11,667 New
11,667 $2.44 Million

Others Institutions Holding XLY

# of Institutions
1,418
Shares Held
115M
Call Options Held
6.96M
Put Options Held
16.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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