Foguth Wealth Management
XLUI icon

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

Foguth Wealth Management’s Portfolio XLUI Stock Details XLUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$29M Buy
+1,285,536
New +$30.2M 2.94% 10

Other funds holding XLUI

Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Foguth Wealth Management opened a new position in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q3 2026: 1,285,536 shares worth $29M. The stake represents 2.94% of the portfolio and ranks #10 among its holdings.

5 funds tracked by Wall St. Rank hold XLUI as of Q3 2026.

  • Foguth Wealth Management held 1,285,536 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $29M as of Q3 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF was a new Foguth Wealth Management position in Q3 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF made up 2.94% of Foguth Wealth Management's portfolio in Q3 2026, its #10 holding.
  • 5 funds tracked by Wall St. Rank held State Street Utilities 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.