Foguth Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,275	Closed	-$560K	–	164
2025 Q1	$560K	Sell	4,275 -7,593	-64%	-$1.03M	0.14%	74
2024 Q4	$1.67M	Buy	11,868 +5,156	+77%	+$711K	0.44%	52
2024 Q3	$909K	Sell	6,712 -404	-6%	-$51.4K	0.33%	52
2024 Q2	$867K	Buy	7,116 +2,359	+50%	+$291K	0.38%	45
2024 Q1	$599K	Buy	+4,757	New	+$560K	0.32%	60

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Foguth Wealth Management's XLI Position: Q2 2025 in Review

Foguth Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 4,275 shares — an estimated $560K sold.

Foguth Wealth Management first reported a position in XLI in Q1 2024 and held it in 5 quarters. The position peaked at $1.67M in Q4 2024. 1,385 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Foguth Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Foguth Wealth Management sold 4,275 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $560K.
Foguth Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and held it in 5 quarters.
Foguth Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $1.67M in Q4 2024.
1,385 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on Foguth Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.