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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Intrua Financial's XLU Position: Q1 2026 in Review

Intrua Financial reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 68% in Q1 2026, selling an estimated $2.46M and leaving 25,742 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #132.

Intrua Financial first reported a position in XLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $6.61M in Q1 2025. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Intrua Financial held 25,742 shares of State Street Utilities Select Sector SPDR ETF worth $1.18M as of Q1 2026.
Intrua Financial sold 54,783 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $2.46M.
State Street Utilities Select Sector SPDR ETF made up 0.12% of Intrua Financial's portfolio in Q1 2026, its #132 holding.
Intrua Financial first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
Intrua Financial's State Street Utilities Select Sector SPDR ETF position peaked at $6.61M in Q1 2025.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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