IF
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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Intrua Financial's XLF Position: Q1 2026 in Review

Intrua Financial reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 25% in Q1 2026, selling an estimated $1.75M and leaving 99,839 shares worth $4.93M. The position accounts for 0.51% of the portfolio, ranked #37.

Intrua Financial first reported a position in XLF in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.31M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

  • Intrua Financial held 99,839 shares of State Street Financial Select Sector SPDR ETF worth $4.93M as of Q1 2026.
  • Intrua Financial sold 33,541 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.75M.
  • State Street Financial Select Sector SPDR ETF made up 0.51% of Intrua Financial's portfolio in Q1 2026, its #37 holding.
  • Intrua Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Intrua Financial's State Street Financial Select Sector SPDR ETF position peaked at $7.31M in Q4 2025.
  • 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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