Moulton Wealth Management’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25,317	Closed	-$1.51M	–	77
2026 Q1	$1.51M	Buy	+25,317	New	+$664K	1.03%	28

Other funds holding XLEI

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Moulton Wealth Management sold out of State Street Energy Select Sector SPDR Premium Income ETF (XLEI) in Q2 2026, closing a stake of 25,317 shares — an estimated $1.51M sold.

Moulton Wealth Management first reported a position in XLEI in Q1 2026 and held it in 1 quarter. The position peaked at $1.51M in Q1 2026. 3 funds tracked by Wall St. Rank hold XLEI as of Q2 2026.

Moulton Wealth Management reported no remaining State Street Energy Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Moulton Wealth Management sold 25,317 State Street Energy Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $1.51M.
Moulton Wealth Management first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
Moulton Wealth Management's State Street Energy Select Sector SPDR Premium Income ETF position peaked at $1.51M in Q1 2026.
3 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q2 2026.

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