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

Intrua Financial’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Buy	93,665 +67,923	+264%	+$3.08M	0.39%	45
2026 Q1	$1.18M	Sell	25,742 -54,783	-68%	-$2.46M	0.12%	132
2025 Q4	$3.44M	Buy	80,525 +30,737	+62%	+$1.36M	0.36%	50
2025 Q3	$2.17M	Buy	49,788 +29,004	+140%	+$1.23M	0.24%	80
2025 Q2	$849K	Sell	20,784 -146,778	-88%	-$5.85M	0.11%	135
2025 Q1	$6.61M	Buy	167,562 +130,698	+355%	+$5.11M	0.96%	16
2024 Q4	$1.4M	Buy	36,864 +24,516	+199%	+$973K	0.21%	84
2024 Q3	$499K	Sell	12,348 -38,522	-76%	-$1.43M	0.07%	219
2024 Q2	$1.73M	Buy	50,870 +28,458	+127%	+$977K	0.26%	80
2024 Q1	$736K	Sell	22,412 -79,392	-78%	-$2.48M	0.11%	179
2023 Q4	$3.22M	Buy	101,804 +93,720	+1,159%	+$2.87M	0.47%	50
2023 Q3	$238K	Buy	8,084 +314	+4%	+$10.1K	0.04%	303
2023 Q2	$254K	Buy	+7,770	New	+$262K	0.04%	300
2022 Q4	–	Sell	-9,416	Closed	-$308K	–	346
2022 Q3	$308K	Sell	9,416 -7,494	-44%	-$275K	0.08%	221
2022 Q2	$593K	Sell	16,910 -6,300	-27%	-$228K	0.13%	176
2022 Q1	$864K	Buy	+23,210	New	+$805K	0.15%	138

Other funds holding XLU

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Intrua Financial's XLU Position: Q2 2026 in Review

Intrua Financial increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 264% in Q2 2026, buying an estimated $3.08M and bringing the position to 93,665 shares worth $4.25M. The position accounts for 0.39% of the portfolio, ranked #45.

Intrua Financial first reported a position in XLU in Q1 2022 and has held it in 16 quarters since. The position peaked at $6.61M in Q1 2025. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Intrua Financial held 93,665 shares of State Street Utilities Select Sector SPDR ETF worth $4.25M as of Q2 2026.
Intrua Financial bought 67,923 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.08M.
State Street Utilities Select Sector SPDR ETF made up 0.39% of Intrua Financial's portfolio in Q2 2026, its #45 holding.
Intrua Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 16 quarters since.
Intrua Financial's State Street Utilities Select Sector SPDR ETF position peaked at $6.61M in Q1 2025.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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