Cypress Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cypress Asset Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,212	Closed	-$226K	–	133
2019 Q4	$226K	Sell	4,212 -1,600	-28%	-$82.4K	0.08%	125
2019 Q3	$288K	Sell	5,812 -700	-11%	-$35K	0.1%	127
2019 Q2	$321K	Sell	6,512 -9,615	-60%	-$468K	0.11%	123
2019 Q1	$754K	Sell	16,127 -18,371	-53%	-$837K	0.26%	98
2018 Q4	$1.42M	Sell	34,498 -26,762	-44%	-$1.2M	0.53%	63
2018 Q3	$3M	Sell	61,260 -6,265	-9%	-$310K	0.88%	36
2018 Q2	$3.35M	Buy	+67,525	New	+$3.36M	0.99%	35

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Cypress Asset Management's XLC Position: Q1 2020 in Review

Cypress Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q1 2020, closing a stake of 4,212 shares — an estimated $226K sold.

Cypress Asset Management first reported a position in XLC in Q2 2018 and held it in 7 quarters. The position peaked at $3.35M in Q2 2018. 395 funds tracked by Wall St. Rank hold XLC as of Q1 2020.

Cypress Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Cypress Asset Management sold 4,212 State Street Communication Services Select Sector SPDR ETF shares in Q1 2020, an estimated $226K.
Cypress Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2018 and held it in 7 quarters.
Cypress Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.35M in Q2 2018.
395 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2020.

Based on Cypress Asset Management's 13F filing for Q1 2020, filed 7 May 2020.