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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.09M Sell
20,513
-1,308
-6% -$74.8K 0.1% 152
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

Intrua Financial's XLE Position: Q2 2026 in Review

Intrua Financial reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 6% in Q2 2026, selling an estimated $74.8K and leaving 20,513 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #152.

Intrua Financial first reported a position in XLE in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.6M in Q1 2022. 2,036 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Intrua Financial held 20,513 shares of State Street Energy Select Sector SPDR ETF worth $1.09M as of Q2 2026.
  • Intrua Financial sold 1,308 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $74.8K.
  • State Street Energy Select Sector SPDR ETF made up 0.1% of Intrua Financial's portfolio in Q2 2026, its #152 holding.
  • Intrua Financial first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2021 and has held it in 20 quarters since.
  • Intrua Financial's State Street Energy Select Sector SPDR ETF position peaked at $10.6M in Q1 2022.
  • 2,036 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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