Utilities SPDR shares owned by Moulton Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Moulton Wealth Management
from 13F filings
Historical chart of Moulton Wealth Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Moulton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $782k | 9.0k | 87.21 |
| 2025-06-30 | $1.5M | 19k | 81.84 |
| 2025-03-31 | $1.7M | 22k | 78.85 |
| 2024-12-31 | $1.4M | 19k | 75.69 |
| 2024-09-30 | $3.7M | 46k | 81.31 |
| 2024-06-30 | $915k | 13k | 69.18 |
| 2021-12-31 | $426k | 6.0k | 70.98 |
| 2021-09-30 | $2.1M | 33k | 63.89 |
| 2020-09-30 | $3.5M | 54k | 63.89 |
| 2020-06-30 | $3.1M | 54k | 57.91 |
| 2019-12-31 | $7.4M | 115k | 63.94 |