Foguth Wealth Management’s State Street Energy Select Sector SPDR Premium Income ETF XLEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.2M	Buy	1,513,314 +1,262,069	+502%	+$34.3M	4.48%	2
2026 Q2	$6.67M	Buy	+251,245	New	+$6.66M	0.76%	42

Other funds holding XLEI

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foguth Wealth Management's XLEI Position: Q3 2026 in Review

Foguth Wealth Management increased its State Street Energy Select Sector SPDR Premium Income ETF (XLEI) stake by 502% in Q3 2026, buying an estimated $34.3M and bringing the position to 1,513,314 shares worth $44.2M. The position accounts for 4.48% of the portfolio, ranked #2.

Foguth Wealth Management first reported a position in XLEI in Q2 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold XLEI as of Q3 2026.

Foguth Wealth Management held 1,513,314 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $44.2M as of Q3 2026.
Foguth Wealth Management bought 1,262,069 State Street Energy Select Sector SPDR Premium Income ETF shares in Q3 2026, an estimated $34.3M.
State Street Energy Select Sector SPDR Premium Income ETF made up 4.48% of Foguth Wealth Management's portfolio in Q3 2026, its #2 holding.
Foguth Wealth Management first reported a position in State Street Energy Select Sector SPDR Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR Premium Income ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.