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 $796,354. This represents 0.57% of its overall portfolio holdings.

Number of Shares
8,972
Previous 18,629 51.84%
Holding current value
$796,354
Previous $1.52 Million 48.59%
% of portfolio
0.57%
Previous 1.16%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,666
Shares Held
155M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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