Intrua Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Intrua Financial’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.19M	Sell	35,399 -26,395	-43%	-$4.07M	0.54%	34
2025 Q4	$9.57M	Buy	61,794 +26,819	+77%	+$4.02M	1.01%	16
2025 Q3	$4.87M	Sell	34,975 -22,593	-39%	-$3.06M	0.53%	36
2025 Q2	$7.76M	Buy	57,568 +12,684	+28%	+$1.71M	1.04%	15
2025 Q1	$6.55M	Sell	44,884 -26,838	-37%	-$3.9M	0.95%	17
2024 Q4	$9.87M	Sell	71,722 -1,336	-2%	-$196K	1.51%	11
2024 Q3	$11.3M	Buy	73,058 +11,406	+19%	+$1.73M	1.67%	7
2024 Q2	$8.99M	Buy	61,652 +29,471	+92%	+$4.23M	1.34%	12
2024 Q1	$4.75M	Buy	32,181 +4,085	+15%	+$586K	0.69%	31
2023 Q4	$3.83M	Buy	28,096 +13,834	+97%	+$1.8M	0.56%	43
2023 Q3	$1.84M	Buy	14,262 +12,588	+752%	+$1.67M	0.31%	74
2023 Q2	$222K	Sell	1,674 -29	-2%	-$3.82K	0.04%	331
2023 Q1	$225K	Sell	1,703 -283	-14%	-$37K	0.05%	301
2022 Q4	$265K	Buy	1,986 +72	+4%	+$9.54K	0.06%	271
2022 Q3	$232K	Buy	+1,914	New	+$247K	0.06%	270
2022 Q1	–	Sell	-1,658	Closed	-$234K	–	409
2021 Q4	$234K	Buy	+1,658	New	+$220K	0.04%	342
2021 Q3	–	Sell	-2,574	Closed	-$339K	–	379
2021 Q2	$339K	Sell	2,574 -343	-12%	-$42K	0.08%	209
2021 Q1	$358K	Buy	2,917 +518	+22%	+$59.8K	0.09%	204
2020 Q4	$272K	Sell	2,399 -95	-4%	-$10.4K	0.12%	163
2020 Q3	$280K	Sell	2,494 -733	-23%	-$77.2K	0.14%	152
2020 Q2	$345K	Buy	+3,227	New	+$318K	0.13%	153

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Intrua Financial's XLV Position: Q1 2026 in Review

Intrua Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 43% in Q1 2026, selling an estimated $4.07M and leaving 35,399 shares worth $5.19M. The position accounts for 0.54% of the portfolio, ranked #34.

Intrua Financial first reported a position in XLV in Q2 2020 and has held it in 21 quarters since. The position peaked at $11.3M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Intrua Financial held 35,399 shares of State Street Health Care Select Sector SPDR ETF worth $5.19M as of Q1 2026.
Intrua Financial sold 26,395 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.07M.
State Street Health Care Select Sector SPDR ETF made up 0.54% of Intrua Financial's portfolio in Q1 2026, its #34 holding.
Intrua Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 21 quarters since.
Intrua Financial's State Street Health Care Select Sector SPDR ETF position peaked at $11.3M in Q3 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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