Sound Income Strategies’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$249K	Buy	2,989 +60	+2%	+$5.07K	0.01%	414
2026 Q2	$243K	Sell	2,929 -111	-4%	-$9.27K	0.01%	422
2026 Q1	$248K	Sell	3,040 -43	-1%	-$3.62K	0.01%	361
2025 Q4	$253K	Buy	3,083 +782	+34%	+$61K	0.01%	364
2025 Q3	$180K	Sell	2,301 -403	-15%	-$32.6K	0.01%	305
2025 Q2	$219K	Sell	2,704 -11,372	-81%	-$923K	0.01%	267
2025 Q1	$1.15M	Buy	14,076 +12,729	+945%	+$1.02M	0.07%	136
2024 Q4	$106K	Buy	1,347 +1,079	+403%	+$87.6K	0.01%	345
2024 Q3	$22.2K	Buy	268 +246	+1,118%	+$19.8K	﹤0.01%	618
2024 Q2	$1.69K	Buy	+22	New	+$1.68K	﹤0.01%	1118
2024 Q1	–	Sell	-42	Closed	-$3.02K	–	1461
2023 Q4	$3.02K	Buy	+42	New	+$2.91K	﹤0.01%	980
2023 Q2	–	Sell	-43	Closed	-$3.21K	–	1178
2023 Q1	$3.21K	Buy	+43	New	+$3.15K	﹤0.01%	765
2022 Q4	–	Sell	-1	Closed	–	–	1025
2022 Q3	$0	Buy	+1	New	+$73	﹤0.01%	998
2021 Q3	–	Sell	-130	Closed	-$9K	–	923
2021 Q2	$9K	Hold	130	–	–	﹤0.01%	511
2021 Q1	$8.88K	Hold	130	–	–	﹤0.01%	516
2020 Q4	$9K	Hold	130	–	–	﹤0.01%	488
2020 Q3	$8K	Hold	130	–	–	﹤0.01%	472
2020 Q2	$8K	Sell	130 -24	-16%	-$1.4K	﹤0.01%	442
2020 Q1	$8K	Hold	154	–	–	﹤0.01%	382
2019 Q4	$10K	Buy	154 +1	+0.7%	+$62	﹤0.01%	343
2019 Q3	$9K	Hold	153	–	–	﹤0.01%	335
2019 Q2	$9K	Hold	153	–	–	﹤0.01%	353
2019 Q1	$9K	Hold	153	–	–	﹤0.01%	361
2018 Q4	$8K	Hold	153	–	–	﹤0.01%	378
2018 Q3	$8K	Buy	153 +23	+18%	+$1.23K	﹤0.01%	397
2018 Q2	$7K	Sell	130 -29	-18%	-$1.47K	﹤0.01%	386
2018 Q1	$8K	Buy	159 +29	+22%	+$1.6K	0.01%	327
2017 Q4	$7K	Buy	+130	New	+$7.14K	﹤0.01%	290

Other funds holding XLP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $141M AUM 21.14% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

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

Sound Income Strategies increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2% in Q3 2026, buying an estimated $5.07K and bringing the position to 2,989 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #414.

Sound Income Strategies first reported a position in XLP in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.15M in Q1 2025. 170 funds tracked by Wall St. Rank hold XLP as of Q3 2026.

Sound Income Strategies held 2,989 shares of State Street Consumer Staples Select Sector SPDR ETF worth $249K as of Q3 2026.
Sound Income Strategies bought 60 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2026, an estimated $5.07K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Sound Income Strategies's portfolio in Q3 2026, its #414 holding.
Sound Income Strategies first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
Sound Income Strategies's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.15M in Q1 2025.
170 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2026.

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