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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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. 2,036 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.
2,036 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.