Foguth Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6M	Buy	392,328 +81,166	+26%	+$3.68M	2.01%	13
2026 Q1	$13.8M	Sell	311,162 -43,320	-12%	-$1.94M	1.61%	17
2025 Q4	$15.3M	Buy	+354,482	New	+$15.7M	2.37%	12
2025 Q2	$7.48M	Buy	183,084 +148,342	+427%	+$5.91M	1.6%	19
2025 Q1	$1.37M	Sell	34,742 -69,718	-67%	-$2.72M	0.33%	53
2024 Q4	$4.15M	Buy	104,460 +50,320	+93%	+$2M	1.09%	28
2024 Q3	$2.15M	Sell	54,140 -4,444	-8%	-$165K	0.78%	33
2024 Q2	$2M	Buy	58,584 +41,526	+243%	+$1.43M	0.88%	28
2024 Q1	$560K	Buy	+17,058	New	+$532K	0.3%	66

Other funds holding XLU

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Foguth Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 26% in Q2 2026, buying an estimated $3.68M and bringing the position to 392,328 shares worth $17.6M. The position accounts for 2.01% of the portfolio, ranked #13.

Foguth Wealth Management first reported a position in XLU in Q1 2024 and has held it in 9 quarters since. 1,576 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Foguth Wealth Management held 392,328 shares of State Street Utilities Select Sector SPDR ETF worth $17.6M as of Q2 2026.
Foguth Wealth Management bought 81,166 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.68M.
State Street Utilities Select Sector SPDR ETF made up 2.01% of Foguth Wealth Management's portfolio in Q2 2026, its #13 holding.
Foguth Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
1,576 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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