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	$257K	Hold	4,200	–	–	0.03%	394
2025 Q4	$188K	Hold	4,200	–	–	0.02%	451
2025 Q3	$188K	Buy	+4,200	New	+$184K	0.02%	439

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. 2,102 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.
2,102 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.