Intrua Financial’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Intrua Financial’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09M	Buy	28,845 +10,177	+55%	+$1.16M	0.28%	72
2026 Q1	$2.07M	Sell	18,668 -6,310	-25%	-$730K	0.21%	91
2025 Q4	$2.94M	Sell	24,978 -395	-2%	-$45.5K	0.31%	59
2025 Q3	$3M	Buy	25,373 +290	+1%	+$32.2K	0.33%	56
2025 Q2	$2.72M	Buy	25,083 +1,062	+4%	+$105K	0.37%	49
2025 Q1	$2.32M	Sell	24,021 -235	-1%	-$23.5K	0.34%	60
2024 Q4	$2.35M	Sell	24,256 -1,921	-7%	-$183K	0.36%	53
2024 Q3	$2.37M	Sell	26,177 -1,697	-6%	-$146K	0.35%	57
2024 Q2	$2.39M	Sell	27,874 -181	-0.6%	-$14.9K	0.36%	55
2024 Q1	$2.29M	Buy	28,055 +3,299	+13%	+$257K	0.33%	61
2023 Q4	$1.8M	Buy	24,756 +15,297	+162%	+$1.05M	0.26%	84
2023 Q3	$620K	Buy	+9,459	New	+$631K	0.1%	167

Other funds holding XLC

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

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

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

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Intrua Financial's XLC Position: Q2 2026 in Review

Intrua Financial increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 55% in Q2 2026, buying an estimated $1.16M and bringing the position to 28,845 shares worth $3.09M. The position accounts for 0.28% of the portfolio, ranked #72.

Intrua Financial first reported a position in XLC in Q3 2023 and has held it in 12 quarters since. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Intrua Financial held 28,845 shares of State Street Communication Services Select Sector SPDR ETF worth $3.09M as of Q2 2026.
Intrua Financial bought 10,177 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $1.16M.
State Street Communication Services Select Sector SPDR ETF made up 0.28% of Intrua Financial's portfolio in Q2 2026, its #72 holding.
Intrua Financial first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.