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

Intrua Financial’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5M	Sell	67,543 -4,162	-6%	-$723K	1.15%	15
2026 Q1	$11.6M	Buy	71,705 +27,764	+63%	+$4.66M	1.2%	15
2025 Q4	$6.82M	Sell	43,941 -3,738	-8%	-$575K	0.72%	27
2025 Q3	$7.35M	Sell	47,679 -1,387	-3%	-$210K	0.8%	21
2025 Q2	$7.24M	Sell	49,066 -4,491	-8%	-$613K	0.97%	18
2025 Q1	$7.02M	Buy	53,557 +21,631	+68%	+$2.92M	1.02%	14
2024 Q4	$4.21M	Buy	31,926 +17,875	+127%	+$2.46M	0.65%	33
2024 Q3	$1.9M	Sell	14,051 -23,803	-63%	-$3.03M	0.28%	63
2024 Q2	$4.61M	Buy	37,854 +9,954	+36%	+$1.23M	0.69%	28
2024 Q1	$3.51M	Buy	27,900 +24,352	+686%	+$2.87M	0.51%	41
2023 Q4	$404K	Sell	3,548 -3,982	-53%	-$418K	0.06%	259
2023 Q3	$763K	Buy	+7,530	New	+$806K	0.13%	143

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Intrua Financial's XLI Position: Q2 2026 in Review

Intrua Financial reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 5.8% in Q2 2026, selling an estimated $723K and leaving 67,543 shares worth $12.5M. The position accounts for 1.15% of the portfolio, ranked #15.

Intrua Financial first reported a position in XLI in Q3 2023 and has held it in 12 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Intrua Financial held 67,543 shares of State Street Industrial Select Sector SPDR ETF worth $12.5M as of Q2 2026.
Intrua Financial sold 4,162 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $723K.
State Street Industrial Select Sector SPDR ETF made up 1.15% of Intrua Financial's portfolio in Q2 2026, its #15 holding.
Intrua Financial first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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