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

Intrua Financial’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.67M	Buy	142,995 +43,156	+43%	+$2.24M	0.7%	26
2026 Q1	$4.93M	Sell	99,839 -33,541	-25%	-$1.75M	0.51%	37
2025 Q4	$7.31M	Buy	133,380 +79,933	+150%	+$4.26M	0.77%	21
2025 Q3	$2.88M	Buy	53,447 +3,272	+7%	+$173K	0.31%	59
2025 Q2	$2.63M	Sell	50,175 -41,779	-45%	-$2.07M	0.35%	52
2025 Q1	$4.58M	Sell	91,954 -11,261	-11%	-$565K	0.67%	27
2024 Q4	$4.99M	Buy	103,215 +5,273	+5%	+$255K	0.77%	26
2024 Q3	$4.44M	Buy	97,942 +77,632	+382%	+$3.39M	0.66%	31
2024 Q2	$835K	Sell	20,310 -3,825	-16%	-$157K	0.12%	143
2024 Q1	$1.02M	Sell	24,135 -9,395	-28%	-$371K	0.15%	139
2023 Q4	$1.26M	Buy	33,530 +12,697	+61%	+$440K	0.18%	115
2023 Q3	$691K	Sell	20,833 -450	-2%	-$15.5K	0.12%	154
2023 Q2	$717K	Buy	21,283 +1,143	+6%	+$37.3K	0.12%	156
2023 Q1	$642K	Buy	20,140 +3,724	+23%	+$129K	0.13%	149
2022 Q4	$571K	Sell	16,416 -11	-0.1%	-$372	0.13%	164
2022 Q3	$499K	Sell	16,427 -805	-5%	-$26.6K	0.13%	162
2022 Q2	$542K	Sell	17,232 -1,575	-8%	-$54.4K	0.12%	190
2022 Q1	$721K	Buy	18,807 +617	+3%	+$24.1K	0.13%	166
2021 Q4	$710K	Buy	18,190 +2,158	+13%	+$84.8K	0.12%	165
2021 Q3	$640K	Buy	16,032 +7,974	+99%	+$298K	0.12%	177
2021 Q2	$313K	Sell	8,058 -700	-8%	-$25.6K	0.07%	221
2021 Q1	$314K	Buy	8,758 +1,312	+18%	+$42.1K	0.08%	215
2020 Q4	$220K	Sell	7,446 -95	-1%	-$2.54K	0.1%	190
2020 Q3	$204K	Sell	7,541 -956	-11%	-$23.3K	0.1%	183
2020 Q2	$213K	Buy	+8,497	New	+$193K	0.08%	221

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intrua Financial's XLF Position: Q2 2026 in Review

Intrua Financial increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 43% in Q2 2026, buying an estimated $2.24M and bringing the position to 142,995 shares worth $7.67M. The position accounts for 0.7% of the portfolio, ranked #26.

Intrua Financial first reported a position in XLF in Q2 2020 and has held it in 25 quarters since. 1,896 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Intrua Financial held 142,995 shares of State Street Financial Select Sector SPDR ETF worth $7.67M as of Q2 2026.
Intrua Financial bought 43,156 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $2.24M.
State Street Financial Select Sector SPDR ETF made up 0.7% of Intrua Financial's portfolio in Q2 2026, its #26 holding.
Intrua Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
1,896 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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