Foguth Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Foguth Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.75M	Buy	168,340 +30,879	+22%	+$1.77M	1.11%	30
2026 Q1	$7.74M	Sell	137,461 -39,222	-22%	-$2.1M	0.9%	32
2025 Q4	$8.07M	Buy	+176,683	New	+$7.87M	1.25%	26
2025 Q2	$9.56M	Buy	225,424 +176,258	+358%	+$7.34M	2.05%	16
2025 Q1	$2.3M	Sell	49,166 -4,268	-8%	-$192K	0.56%	37
2024 Q4	$2.44M	Buy	53,434 +22,396	+72%	+$1.02M	0.64%	38
2024 Q3	$1.41M	Buy	31,038 +1,248	+4%	+$55.8K	0.51%	46
2024 Q2	$1.36M	Buy	29,790 +22,556	+312%	+$1.05M	0.6%	37
2024 Q1	$342K	Buy	+7,234	New	+$311K	0.18%	91

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Foguth Wealth Management's XLE Position: Q2 2026 in Review

Foguth Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 22% in Q2 2026, buying an estimated $1.77M and bringing the position to 168,340 shares worth $9.75M. The position accounts for 1.11% of the portfolio, ranked #30.

Foguth Wealth Management first reported a position in XLE in Q1 2024 and has held it in 9 quarters since. 2,033 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Foguth Wealth Management held 168,340 shares of State Street Energy Select Sector SPDR ETF worth $9.75M as of Q2 2026.
Foguth Wealth Management bought 30,879 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.77M.
State Street Energy Select Sector SPDR ETF made up 1.11% of Foguth Wealth Management's portfolio in Q2 2026, its #30 holding.
Foguth Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
2,033 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.