Moulton Wealth Management, Inc Utilities Sector Spdr Transaction History

Moulton Wealth Management, Inc

$137 Million
Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 8,972 shares of XLU stock, worth $814,657. This represents 0.57% of its overall portfolio holdings.

Number of Shares

8,972

Previous 18,629 51.84%

Holding current value

$814,657

Previous $1.52 Million 48.59%

% of portfolio

0.57%

Previous 1.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$81.14 - $87.32 $783,568 - $843,249	-9,657 Reduced 51.84%	8,972 $782,000
Q2 2025 Jul 07, 2025	SELL	$73.09 - $82.77 $220,439 - $249,634	-3,016 Reduced 13.93%	18,629 $1.52 Million
Q1 2025 Apr 14, 2025	BUY	$74.7 - $80.27 $229,254 - $246,348	3,069 Added 16.52%	21,645 $1.69 Million
Q4 2024 Jan 16, 2025	SELL	$74.89 - $82.93 $2.02 Million - $2.24 Million	-26,987 Reduced 59.23%	18,576 $1.41 Million
Q3 2024 Oct 17, 2024	BUY	$67.67 - $80.78 $2.19 Million - $2.61 Million	32,336 Added 244.47%	45,563 $3.68 Million
Q2 2024 Jul 16, 2024	BUY	$62.77 - $72.87 $830,258 - $963,851	13,227 New	13,227 $901,000
Q1 2022 Apr 19, 2022	SELL	$65.03 - $74.54 $390,310 - $447,389	-6,002 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$63.88 - $71.58 $1.75 Million - $1.96 Million	-27,384 Reduced 82.02%	6,002 $426,000
Q3 2021 Oct 12, 2021	BUY	$63.56 - $70.07 $2.12 Million - $2.34 Million	33,386 New	33,386 $2.13 Million
Q4 2020 Jan 12, 2021	SELL	$59.98 - $66.76 $3.25 Million - $3.62 Million	-54,189 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$56.7 - $61.49 $20,468 - $22,197	361 Added 0.67%	54,189 $3.46 Million
Q2 2020 Jul 08, 2020	BUY	$51.79 - $62.83 $2.79 Million - $3.38 Million	53,828 New	53,828 $3.12 Million
Q1 2020 Apr 13, 2020	SELL	$44.93 - $70.98 $5.17 Million - $8.17 Million	-115,106 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$61.37 - $64.82 $7.06 Million - $7.46 Million	115,106 New	115,106 $7.36 Million

Others Institutions Holding XLU

# of Institutions

1,625

Shares Held

153M

Call Options Held

15.4M

Put Options Held

35.8M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Moulton Wealth Management, Inc Utilities Sector Spdr Transaction History