Financial Select Sector SPDR shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 23k | 53.87 |
| 2025-06-30 | $1.2M | 23k | 53.19 |
| 2025-03-31 | $2.6M | 53k | 49.81 |
| 2024-12-31 | $2.5M | 52k | 48.33 |
| 2024-09-30 | $1.3M | 29k | 45.65 |
| 2021-12-31 | $1.8M | 44k | 40.61 |
| 2021-09-30 | $2.6M | 69k | 38.14 |
| 2021-06-30 | $6.9M | 187k | 36.69 |
| 2021-03-31 | $7.5M | 215k | 34.67 |
| 2020-12-31 | $4.6M | 148k | 31.02 |