Moulton Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Moulton Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	+20,683	New	+$1.18M	0.72%	29
2026 Q1	–	Sell	-18,370	Closed	-$839K	–	72
2025 Q4	$839K	Buy	18,370 +1,514	+9%	+$67.4K	0.79%	33
2025 Q3	$753K	Buy	16,856 +1,092	+7%	+$47.8K	0.55%	41
2025 Q2	$686K	Buy	+15,764	New	+$657K	0.52%	33
2025 Q1	–	Sell	-39,558	Closed	-$1.69M	–	48
2024 Q4	$1.69M	Sell	39,558 -1,572	-4%	-$71.4K	1.3%	20
2024 Q3	$1.92M	Sell	41,130 -41,268	-50%	-$1.84M	1.6%	16
2024 Q2	$3.66M	Sell	82,398 -1,382	-2%	-$64.4K	3.32%	8
2024 Q1	$3.95M	Buy	+83,780	New	+$3.6M	4.15%	5
2023 Q4	–	Sell	-47,254	Closed	-$2.07M	–	23
2023 Q3	$2.07M	Buy	+47,254	New	+$2.07M	3.04%	4
2021 Q3	–	Sell	-204,210	Closed	-$5.5M	–	41
2021 Q2	$5.5M	Sell	204,210 -90,690	-31%	-$2.36M	4.02%	9
2021 Q1	$7.22M	Buy	294,900 +73,638	+33%	+$1.7M	5.45%	6
2020 Q4	$4.65M	Buy	+221,262	New	+$3.81M	3.75%	13
2020 Q1	–	Sell	-223,208	Closed	-$6.74M	–	29
2019 Q4	$6.74M	Buy	+223,208	New	+$6.62M	5.57%	7

Other funds holding XLE

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Moulton Wealth Management's XLE Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 20,683 shares worth $1.1M. The stake represents 0.72% of the portfolio and ranks #29 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLE as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLE in Q4 2019 and has held it in 13 quarters since. The position peaked at $7.22M in Q1 2021. 439 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Moulton Wealth Management held 20,683 shares of State Street Energy Select Sector SPDR ETF worth $1.1M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.72% of Moulton Wealth Management's portfolio in Q2 2026, its #29 holding.
Moulton Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
Moulton Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $7.22M in Q1 2021.
439 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.