Intrua Financial’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Intrua Financial’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Sell	21,821 -2,026	-8%	-$109K	0.14%	118
2025 Q4	$1.07M	Sell	23,847 -6,729	-22%	-$300K	0.11%	141
2025 Q3	$1.37M	Buy	30,576 +16,314	+114%	+$714K	0.15%	117
2025 Q2	$605K	Buy	14,262 +112	+0.8%	+$4.67K	0.08%	176
2025 Q1	$661K	Buy	14,150 +66	+0.5%	+$2.98K	0.1%	154
2024 Q4	$603K	Sell	14,084 -1,164	-8%	-$52.9K	0.09%	167
2024 Q3	$669K	Sell	15,248 -26,276	-63%	-$1.17M	0.1%	172
2024 Q2	$1.89M	Buy	41,524 +8,506	+26%	+$396K	0.28%	71
2024 Q1	$1.56M	Buy	33,018 +14,546	+79%	+$625K	0.22%	97
2023 Q4	$774K	Sell	18,472 -1,898	-9%	-$81.2K	0.11%	164
2023 Q3	$921K	Buy	20,370 +4	+0%	+$175	0.16%	127
2023 Q2	$827K	Buy	20,366 +82	+0.4%	+$3.34K	0.14%	136
2023 Q1	$796K	Sell	20,284 -155,036	-88%	-$6.63M	0.17%	129
2022 Q4	$7.85M	Buy	175,320 +142,602	+436%	+$6.21M	1.82%	9
2022 Q3	$1.18M	Sell	32,718 -196,494	-86%	-$7.43M	0.31%	72
2022 Q2	$8.2M	Sell	229,212 -47,142	-17%	-$1.89M	1.74%	10
2022 Q1	$10.6M	Sell	276,354 -33,338	-11%	-$1.15M	1.89%	10
2021 Q4	$8.59M	Buy	309,692 +38,274	+14%	+$1.08M	1.5%	13
2021 Q3	$7.79M	Buy	+271,418	New	+$6.72M	1.44%	13

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Intrua Financial's XLE Position: Q1 2026 in Review

Intrua Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 8.5% in Q1 2026, selling an estimated $109K and leaving 21,821 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #118.

Intrua Financial first reported a position in XLE in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.6M in Q1 2022. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Intrua Financial held 21,821 shares of State Street Energy Select Sector SPDR ETF worth $1.34M as of Q1 2026.
Intrua Financial sold 2,026 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $109K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Intrua Financial's portfolio in Q1 2026, its #118 holding.
Intrua Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
Intrua Financial's State Street Energy Select Sector SPDR ETF position peaked at $10.6M in Q1 2022.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.