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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
Q3 		$277K Sell
4,249
-564
-12% -$34.2K 0.01% 391
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

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies's XLE Position: Q3 2026 in Review

Sound Income Strategies reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q3 2026, selling an estimated $34.2K and leaving 4,249 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #391.

Sound Income Strategies first reported a position in XLE in Q4 2017 and has held it in 33 quarters since. The position peaked at $326K in Q1 2026. 403 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Sound Income Strategies held 4,249 shares of State Street Energy Select Sector SPDR ETF worth $277K as of Q3 2026.
  • Sound Income Strategies sold 564 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $34.2K.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #391 holding.
  • Sound Income Strategies first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
  • Sound Income Strategies's State Street Energy Select Sector SPDR ETF position peaked at $326K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.