Cypress Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-144,578	Closed	-$3.72M	–	149
2019 Q1	$3.72M	Sell	144,578 -38,585	-21%	-$996K	1.26%	24
2018 Q4	$4.36M	Sell	183,163 -23,105	-11%	-$600K	1.63%	16
2018 Q3	$5.69M	Sell	206,268 -18,190	-8%	-$509K	1.67%	14
2018 Q2	$5.97M	Buy	224,458 +8,608	+4%	+$237K	1.77%	13
2018 Q1	$5.95M	Sell	215,850 -80,380	-27%	-$2.31M	1.74%	12
2017 Q4	$8.27M	Buy	296,230 +224,595	+314%	+$6.04M	1.78%	13
2017 Q3	$1.85M	Sell	71,635 -2,875	-4%	-$71.7K	0.4%	75
2017 Q2	$1.84M	Buy	74,510 +930	+1%	+$22.1K	0.38%	73
2017 Q1	$1.75M	Buy	73,580 +31,555	+75%	+$756K	0.33%	78
2016 Q4	$977K	Buy	+42,025	New	+$902K	0.19%	111

Other funds holding XLF

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cypress Asset Management's XLF Position: Q2 2019 in Review

Cypress Asset Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 144,578 shares — an estimated $3.72M sold.

Cypress Asset Management first reported a position in XLF in Q4 2016 and held it in 10 quarters. The position peaked at $8.27M in Q4 2017. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

Cypress Asset Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Cypress Asset Management sold 144,578 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $3.72M.
Cypress Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and held it in 10 quarters.
Cypress Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $8.27M in Q4 2017.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on Cypress Asset Management's 13F filing for Q2 2019, filed 13 Aug 2019.