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
$223K Hold
4,200
0.02% 451
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

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.