Sound Income Strategies’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Sound Income Strategies’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Sell	4,813 -719	-13%	-$41.1K	0.01%	411
2026 Q1	$326K	Buy	5,532 +753	+16%	+$40.4K	0.02%	311
2025 Q4	$228K	Buy	4,779 +1,577	+49%	+$70.2K	0.01%	388
2025 Q3	$140K	Sell	3,202 -814	-20%	-$35.6K	0.01%	344
2025 Q2	$170K	Buy	4,016 +682	+20%	+$28.4K	0.01%	297
2025 Q1	$156K	Buy	3,334 +336	+11%	+$15.1K	0.01%	324
2024 Q4	$128K	Buy	2,998 +1,464	+95%	+$66.5K	0.01%	318
2024 Q3	$67.3K	Sell	1,534 -4,744	-76%	-$212K	﹤0.01%	401
2024 Q2	$286K	Buy	6,278 +4,882	+350%	+$227K	0.02%	193
2024 Q1	$65.9K	Buy	1,396 +316	+29%	+$13.6K	﹤0.01%	374
2023 Q4	$45.3K	Buy	1,080 +794	+278%	+$34K	﹤0.01%	425
2023 Q3	$12.9K	Sell	286 -50	-15%	-$2.19K	﹤0.01%	527
2023 Q2	$13.6K	Sell	336 -120	-26%	-$4.89K	﹤0.01%	507
2023 Q1	$18.9K	Buy	456 +76	+20%	+$3.25K	﹤0.01%	427
2022 Q4	$16.6K	Sell	380 -604	-61%	-$26.3K	﹤0.01%	423
2022 Q3	$35K	Buy	984 +604	+159%	+$22.8K	0.01%	274
2022 Q2	$14K	Buy	380 +16	+4%	+$642	﹤0.01%	414
2022 Q1	$14K	Buy	364 +94	+35%	+$3.26K	﹤0.01%	412
2021 Q4	$7K	Hold	270	–	–	﹤0.01%	548
2021 Q3	$7K	Hold	270	–	–	﹤0.01%	529
2021 Q2	$7K	Sell	270 -960	-78%	-$25K	﹤0.01%	561
2021 Q1	$30.2K	Buy	1,230 +960	+356%	+$22.1K	0.01%	298
2020 Q4	$5K	Hold	270	–	–	﹤0.01%	594
2020 Q3	$4K	Hold	270	–	–	﹤0.01%	594
2020 Q2	$5K	Buy	+270	New	+$5.02K	﹤0.01%	515
2019 Q3	–	Sell	-300	Closed	-$10K	–	782
2019 Q2	$10K	Buy	300 +284	+1,775%	+$9.09K	﹤0.01%	342
2019 Q1	$1K	Hold	16	–	–	﹤0.01%	643
2018 Q4	$0	Sell	16 -100	-86%	-$3.35K	﹤0.01%	814
2018 Q3	$4K	Buy	116 +100	+625%	+$3.75K	﹤0.01%	486
2018 Q2	$1K	Hold	16	–	–	﹤0.01%	588
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	556
2017 Q4	$1K	Buy	+16	New	+$551	﹤0.01%	487

Other funds holding XLE

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

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound Income Strategies's XLE Position: Q2 2026 in Review

Sound Income Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q2 2026, selling an estimated $41.1K and leaving 4,813 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #411.

Sound Income Strategies first reported a position in XLE in Q4 2017 and has held it in 32 quarters since. The position peaked at $326K in Q1 2026. 1,635 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Sound Income Strategies held 4,813 shares of State Street Energy Select Sector SPDR ETF worth $256K as of Q2 2026.
Sound Income Strategies sold 719 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $41.1K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #411 holding.
Sound Income Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Sound Income Strategies's State Street Energy Select Sector SPDR ETF position peaked at $326K in Q1 2026.
1,635 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.