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

Intrua Financial’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.9M	Buy	256,928 +20,197	+9%	+$3.45M	4.49%	2
2026 Q1	$31.5M	Sell	236,731 -10,085	-4%	-$1.42M	3.25%	7
2025 Q4	$35.5M	Buy	246,816 +1,242	+0.5%	+$179K	3.75%	5
2025 Q3	$34.6M	Buy	245,574 +4,788	+2%	+$634K	3.76%	5
2025 Q2	$30.5M	Buy	240,786 +4,228	+2%	+$469K	4.09%	6
2025 Q1	$24.4M	Sell	236,558 -26,074	-10%	-$2.96M	3.55%	4
2024 Q4	$30.5M	Buy	262,632 +12,740	+5%	+$1.48M	4.69%	4
2024 Q3	$28.2M	Sell	249,892 -33,482	-12%	-$3.68M	4.19%	3
2024 Q2	$32.1M	Buy	283,374 +37,610	+15%	+$3.96M	4.78%	3
2024 Q1	$25.6M	Buy	245,764 +102,018	+71%	+$10.3M	3.69%	3
2023 Q4	$13.8M	Buy	143,746 +103,450	+257%	+$9.21M	2.02%	7
2023 Q3	$3.3M	Sell	40,296 -35,560	-47%	-$3.05M	0.56%	40
2023 Q2	$6.59M	Sell	75,856 -198	-0.3%	-$15.6K	1.12%	19
2023 Q1	$5.74M	Sell	76,054 -11,330	-13%	-$780K	1.19%	19
2022 Q4	$5.59M	Sell	87,384 -9,642	-10%	-$612K	1.29%	15
2022 Q3	$5.76M	Sell	97,026 -40,848	-30%	-$2.79M	1.53%	13
2022 Q2	$8.76M	Sell	137,874 -35,806	-21%	-$2.49M	1.87%	8
2022 Q1	$13.8M	Sell	173,680 -9,816	-5%	-$771K	2.47%	7
2021 Q4	$16M	Buy	183,496 +34,170	+23%	+$2.81M	2.79%	5
2021 Q3	$11.9M	Buy	149,326 +13,080	+10%	+$1.01M	2.19%	8
2021 Q2	$10.4M	Buy	136,246 +15,266	+13%	+$1.07M	2.49%	9
2021 Q1	$8.65M	Buy	120,980 +39,300	+48%	+$2.59M	2.2%	8
2020 Q4	$5.31M	Buy	81,680 +7,662	+10%	+$467K	2.37%	7
2020 Q3	$4.49M	Buy	74,018 +53,014	+252%	+$3M	2.2%	8
2020 Q2	$1.2M	Buy	+21,004	New	+$988K	0.46%	50

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Intrua Financial's XLK Position: Q2 2026 in Review

Intrua Financial increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.5% in Q2 2026, buying an estimated $3.45M and bringing the position to 256,928 shares worth $48.9M. The position accounts for 4.49% of the portfolio, ranked #2.

Intrua Financial first reported a position in XLK in Q2 2020 and has held it in 25 quarters since. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Intrua Financial held 256,928 shares of State Street Technology Select Sector SPDR ETF worth $48.9M as of Q2 2026.
Intrua Financial bought 20,197 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.45M.
State Street Technology Select Sector SPDR ETF made up 4.49% of Intrua Financial's portfolio in Q2 2026, its #2 holding.
Intrua Financial first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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