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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,619	Closed	-$1M	–	82
2026 Q1	$1M	Buy	+21,619	New	+$532K	0.68%	35

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

Moulton Wealth Management sold out of State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q2 2026, closing a stake of 21,619 shares — an estimated $1M sold.

Moulton Wealth Management first reported a position in XLUI in Q1 2026 and held it in 1 quarter. The position peaked at $1M in Q1 2026. 0 funds tracked by Wall St. Rank hold XLUI as of Q2 2026.

Moulton Wealth Management reported no remaining State Street Utilities Select Sector SPDR Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Moulton Wealth Management sold 21,619 State Street Utilities Select Sector SPDR Premium Income ETF shares in Q2 2026, an estimated $1M.
Moulton Wealth Management first reported a position in State Street Utilities Select Sector SPDR Premium Income ETF in Q1 2026 and held it in 1 quarter.
Moulton Wealth Management's State Street Utilities Select Sector SPDR Premium Income ETF position peaked at $1M in Q1 2026.
0 funds tracked by Wall St. Rank held State Street Utilities 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.