Sound Income Strategies’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$398K	Sell	8,782 -6,219	-41%	-$282K	0.02%	321
2026 Q1	$692K	Sell	15,001 -1,452	-9%	-$65.1K	0.03%	214
2025 Q4	$714K	Buy	16,453 +8,439	+105%	+$374K	0.03%	213
2025 Q3	$363K	Sell	8,014 -1,238	-13%	-$52.4K	0.02%	220
2025 Q2	$378K	Sell	9,252 -24,584	-73%	-$980K	0.02%	206
2025 Q1	$1.33M	Buy	33,836 +33,532	+11,030%	+$1.31M	0.08%	134
2024 Q4	$11.5K	Sell	304 -178	-37%	-$7.06K	﹤0.01%	809
2024 Q3	$19.5K	Buy	482 +138	+40%	+$5.12K	﹤0.01%	647
2024 Q2	$11.7K	Buy	344 +42	+14%	+$1.44K	﹤0.01%	747
2024 Q1	$9.91K	Sell	302 -536	-64%	-$16.7K	﹤0.01%	756
2023 Q4	$26.5K	Buy	838 +536	+177%	+$16.4K	﹤0.01%	527
2023 Q3	$8.9K	Hold	302	–	–	﹤0.01%	611
2023 Q2	$9.88K	Sell	302 -150	-33%	-$5.05K	﹤0.01%	577
2023 Q1	$15.3K	Buy	452 +80	+22%	+$2.71K	﹤0.01%	462
2022 Q4	$13.1K	Hold	372	–	–	﹤0.01%	466
2022 Q3	$12K	Buy	372 +292	+365%	+$10.7K	﹤0.01%	443
2022 Q2	$3K	Hold	80	–	–	﹤0.01%	684
2022 Q1	$3K	Buy	80 +70	+700%	+$2.43K	﹤0.01%	697
2021 Q4	$0	Hold	10	–	–	﹤0.01%	893
2021 Q3	$0	Hold	10	–	–	﹤0.01%	924
2021 Q2	$0	Sell	10 -610	-98%	-$20K	﹤0.01%	1059
2021 Q1	$19.8K	Hold	620	–	–	﹤0.01%	354
2020 Q4	$19K	Hold	620	–	–	﹤0.01%	329
2020 Q3	$18K	Hold	620	–	–	﹤0.01%	310
2020 Q2	$17K	Hold	620	–	–	0.01%	302
2020 Q1	$17K	Hold	620	–	–	0.01%	279
2019 Q4	$20K	Hold	620	–	–	0.01%	235
2019 Q3	$20K	Hold	620	–	–	0.01%	217
2019 Q2	$18K	Hold	620	–	–	0.01%	245
2019 Q1	$18K	Hold	620	–	–	0.01%	244
2018 Q4	$16K	Sell	620 -66	-10%	-$1.79K	0.01%	268
2018 Q3	$18K	Buy	686 +6	+0.9%	+$159	0.01%	261
2018 Q2	$18K	Buy	680 +4	+0.6%	+$101	0.01%	231
2018 Q1	$17K	Sell	676 -78	-10%	-$1.95K	0.01%	215
2017 Q4	$19K	Buy	+754	New	+$20.7K	0.01%	144

Other funds holding XLU

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

FMI

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

SCB

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

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

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Sound Income Strategies reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 41% in Q2 2026, selling an estimated $282K and leaving 8,782 shares worth $398K. The position accounts for 0.02% of the portfolio, ranked #321.

Sound Income Strategies first reported a position in XLU in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.33M in Q1 2025. 1,167 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Sound Income Strategies held 8,782 shares of State Street Utilities Select Sector SPDR ETF worth $398K as of Q2 2026.
Sound Income Strategies sold 6,219 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $282K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #321 holding.
Sound Income Strategies first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
Sound Income Strategies's State Street Utilities Select Sector SPDR ETF position peaked at $1.33M in Q1 2025.
1,167 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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