Foguth Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.2M	Buy	164,101 +32,181	+24%	+$1.67M	1.05%	31
2026 Q1	$6.8M	Sell	131,920 -14,122	-10%	-$736K	0.79%	39
2025 Q4	$8.02M	Buy	+146,042	New	+$7.78M	1.24%	27
2025 Q2	$5.55M	Buy	106,009 +71,326	+206%	+$3.53M	1.19%	26
2025 Q1	$1.73M	Sell	34,683 -17,737	-34%	-$890K	0.42%	44
2024 Q4	$2.67M	Buy	52,420 +13,484	+35%	+$652K	0.7%	36
2024 Q3	$1.77M	Sell	38,936 -2,460	-6%	-$107K	0.64%	38
2024 Q2	$1.7M	Buy	41,396 +13,150	+47%	+$541K	0.75%	32
2024 Q1	$1.19M	Buy	+28,246	New	+$1.12M	0.64%	37

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Foguth Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 24% in Q2 2026, buying an estimated $1.67M and bringing the position to 164,101 shares worth $9.2M. The position accounts for 1.05% of the portfolio, ranked #31.

Foguth Wealth Management first reported a position in XLF in Q1 2024 and has held it in 9 quarters since. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Foguth Wealth Management held 164,101 shares of State Street Financial Select Sector SPDR ETF worth $9.2M as of Q2 2026.
Foguth Wealth Management bought 32,181 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $1.67M.
State Street Financial Select Sector SPDR ETF made up 1.05% of Foguth Wealth Management's portfolio in Q2 2026, its #31 holding.
Foguth Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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