Moulton Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$806K	Buy	+17,979	New	+$814K	0.53%	43
2026 Q1	–	Sell	-17,835	Closed	-$770K	–	78
2025 Q4	$770K	Sell	17,835 -109	-0.6%	-$4.83K	0.73%	34
2025 Q3	$782K	Sell	17,944 -19,314	-52%	-$817K	0.57%	39
2025 Q2	$1.52M	Sell	37,258 -6,032	-14%	-$240K	1.15%	24
2025 Q1	$1.71M	Buy	43,290 +6,138	+17%	+$240K	1.3%	19
2024 Q4	$1.41M	Sell	37,152 -53,974	-59%	-$2.14M	1.08%	22
2024 Q3	$3.7M	Buy	91,126 +64,672	+244%	+$2.4M	3.09%	9
2024 Q2	$915K	Buy	+26,454	New	+$909K	0.83%	23
2022 Q1	–	Sell	-12,004	Closed	-$426K	–	29
2021 Q4	$426K	Sell	12,004 -54,768	-82%	-$1.85M	0.31%	25
2021 Q3	$2.13M	Buy	+66,772	New	+$2.23M	1.59%	21
2020 Q4	–	Sell	-108,378	Closed	-$3.46M	–	27
2020 Q3	$3.46M	Buy	108,378 +722	+0.7%	+$21.4K	3.79%	9
2020 Q2	$3.12M	Buy	+107,656	New	+$3.1M	3.93%	9
2020 Q1	–	Sell	-230,212	Closed	-$7.36M	–	30
2019 Q4	$7.36M	Buy	+230,212	New	+$7.31M	6.08%	6

Other funds holding XLU

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TAM

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Moulton Wealth Management opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 17,979 shares worth $806K. The stake represents 0.53% of the portfolio and ranks #43 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLU as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLU in Q4 2019 and has held it in 13 quarters since. The position peaked at $7.36M in Q4 2019. 372 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Moulton Wealth Management held 17,979 shares of State Street Utilities Select Sector SPDR ETF worth $806K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.53% of Moulton Wealth Management's portfolio in Q2 2026, its #43 holding.
Moulton Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
Moulton Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $7.36M in Q4 2019.
372 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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