Intrua Financial’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Intrua Financial’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,145	Closed	-$208K	–	486
2025 Q4	$208K	Sell	5,145 -175	-3%	-$7.2K	0.02%	445
2025 Q3	$224K	Buy	+5,320	New	+$223K	0.02%	418
2024 Q2	–	Sell	-8,412	Closed	-$333K	–	435
2024 Q1	$333K	Sell	8,412 -8,906	-51%	-$346K	0.05%	302
2023 Q4	$694K	Sell	17,318 -83,794	-83%	-$3.01M	0.1%	176
2023 Q3	$3.44M	Buy	101,112 +19,416	+24%	+$718K	0.58%	39
2023 Q2	$3.08M	Buy	81,696 +50,753	+164%	+$1.87M	0.52%	43
2023 Q1	$1.15M	Buy	30,943 +3,982	+15%	+$153K	0.24%	97
2022 Q4	$1.05M	Sell	26,961 -10,695	-28%	-$395K	0.24%	99
2022 Q3	$1.36M	Sell	37,656 -10,499	-22%	-$440K	0.36%	56
2022 Q2	$1.97M	Sell	48,155 -224	-0.5%	-$9.99K	0.42%	52
2022 Q1	$2.34M	Buy	48,379 +498	+1%	+$23.3K	0.42%	46
2021 Q4	$2.48M	Sell	47,881 -3,032	-6%	-$146K	0.43%	47
2021 Q3	$2.43M	Buy	50,913 +3,129	+7%	+$145K	0.45%	42
2021 Q2	$2.21M	Buy	47,784 +5,916	+14%	+$254K	0.53%	33
2021 Q1	$1.77M	Buy	41,868 +13,373	+47%	+$503K	0.45%	45
2020 Q4	$1.04M	Buy	28,495 +5,192	+22%	+$188K	0.47%	46
2020 Q3	$874K	Buy	23,303 +12,440	+115%	+$443K	0.43%	51
2020 Q2	$389K	Buy	+10,863	New	+$367K	0.15%	142

Other funds holding XLRE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Intrua Financial's XLRE Position: Q1 2026 in Review

Intrua Financial sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 5,145 shares — an estimated $208K sold.

Intrua Financial first reported a position in XLRE in Q2 2020 and held it in 18 quarters. The position peaked at $3.44M in Q3 2023. 755 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Intrua Financial reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Intrua Financial sold 5,145 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $208K.
Intrua Financial first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 18 quarters.
Intrua Financial's State Street Real Estate Select Sector SPDR ETF position peaked at $3.44M in Q3 2023.
755 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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