Energy Select Sector SPDR shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Moulton Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Energy Select Sector SPDR by Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $753k | 8.4k | 89.34 |
| 2025-06-30 | $686k | 7.9k | 87.03 |
| 2024-12-31 | $1.7M | 20k | 85.66 |
| 2024-09-30 | $1.9M | 21k | 93.18 |
| 2024-06-30 | $3.7M | 41k | 88.80 |
| 2024-03-31 | $4.0M | 42k | 94.41 |
| 2023-09-30 | $2.1M | 24k | 87.51 |
| 2021-06-30 | $5.5M | 102k | 53.87 |
| 2021-03-31 | $7.2M | 148k | 48.98 |
| 2020-12-31 | $4.7M | 111k | 42.07 |
| 2019-12-31 | $6.7M | 112k | 60.40 |