Sound Income Strategies’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Sell	42,566 -936	-2%	-$41.2K	0.08%	158
2026 Q1	$1.78M	Sell	43,502 -1,779	-4%	-$74.6K	0.09%	148
2025 Q4	$1.91M	Sell	45,281 -3,092	-6%	-$127K	0.09%	144
2025 Q3	$1.99M	Sell	48,373 -6,210	-11%	-$260K	0.11%	131
2025 Q2	$2.26M	Sell	54,583 -3,953	-7%	-$162K	0.13%	125
2025 Q1	$2.45M	Buy	58,536 +215	+0.4%	+$8.96K	0.14%	115
2024 Q4	$2.37M	Buy	58,321 +1,066	+2%	+$46.1K	0.15%	112
2024 Q3	$2.56M	Buy	57,255 +1,538	+3%	+$64.8K	0.16%	110
2024 Q2	$2.14M	Buy	55,717 +4,462	+9%	+$168K	0.13%	112
2024 Q1	$2.03M	Buy	51,255 +2,180	+4%	+$84.8K	0.15%	102
2023 Q4	$1.97M	Buy	49,075 +3,721	+8%	+$134K	0.16%	96
2023 Q3	$1.55M	Buy	45,354 +2,799	+7%	+$104K	0.13%	88
2023 Q2	$1.6M	Buy	42,555 +2,280	+6%	+$84.1K	0.16%	84
2023 Q1	$1.51M	Buy	40,275 +2,436	+6%	+$93.5K	0.16%	85
2022 Q4	$1.4M	Buy	37,839 +3,174	+9%	+$117K	0.18%	81
2022 Q3	$1.25M	Buy	34,665 +1,529	+5%	+$64K	0.18%	79
2022 Q2	$1.35M	Buy	33,136 +2,511	+8%	+$112K	0.18%	77
2022 Q1	$1.48M	Buy	30,625 +2,685	+10%	+$126K	0.17%	77
2021 Q4	$1.45M	Buy	27,940 +4,861	+21%	+$234K	0.17%	83
2021 Q3	$1.03M	Buy	23,079 +12,665	+122%	+$589K	0.13%	88
2021 Q2	$462K	Buy	10,414 +7,358	+241%	+$315K	0.07%	112
2021 Q1	$121K	Buy	+3,056	New	+$115K	0.02%	154
2019 Q2	–	Sell	-21	Closed	-$1K	–	782
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	644
2018 Q4	$1K	Hold	21	–	–	﹤0.01%	638
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	659
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	590
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	557
2017 Q4	$1K	Buy	+21	New	+$693	﹤0.01%	488

Other funds holding XLRE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Sound Income Strategies reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 2.2% in Q2 2026, selling an estimated $41.2K and leaving 42,566 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #158.

Sound Income Strategies first reported a position in XLRE in Q4 2017 and has held it in 28 quarters since. The position peaked at $2.56M in Q3 2024. 596 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

Sound Income Strategies held 42,566 shares of State Street Real Estate Select Sector SPDR ETF worth $1.87M as of Q2 2026.
Sound Income Strategies sold 936 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $41.2K.
State Street Real Estate Select Sector SPDR ETF made up 0.08% of Sound Income Strategies's portfolio in Q2 2026, its #158 holding.
Sound Income Strategies first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2017 and has held it in 28 quarters since.
Sound Income Strategies's State Street Real Estate Select Sector SPDR ETF position peaked at $2.56M in Q3 2024.
596 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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