Cypress Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.4M	Hold	9,034	–	–	0.31%	62
2025 Q3	$1.39M	Sell	9,034 -700	-7%	-$106K	0.32%	62
2025 Q2	$1.44M	Hold	9,734	–	–	0.35%	57
2025 Q1	$1.28M	Sell	9,734 -6,422	-40%	-$868K	0.34%	59
2024 Q4	$2.29M	Sell	16,156 -1,217	-7%	-$168K	0.57%	46
2024 Q3	$2.35M	Buy	17,373 +3,600	+26%	+$458K	0.59%	45
2024 Q2	$1.82M	Hold	13,773	–	–	0.47%	53
2024 Q1	$1.89M	Sell	13,773 -650	-5%	-$76.5K	0.51%	51
2023 Q4	$1.64M	Sell	14,423 -22	-0.2%	-$2.31K	0.49%	57
2023 Q3	$1.46M	Buy	14,445 +1,200	+9%	+$128K	0.49%	55
2023 Q2	$1.42M	Sell	13,245 -1,200	-8%	-$121K	0.46%	58
2023 Q1	$1.46M	Hold	14,445	–	–	0.51%	57
2022 Q4	$1.42M	Sell	14,445 -25	-0.2%	-$2.38K	0.51%	58
2022 Q3	$1.2M	Hold	14,470	–	–	0.46%	66
2022 Q2	$1.26M	Hold	14,470	–	–	0.45%	66
2022 Q1	$1.49M	Hold	14,470	–	–	0.44%	67
2021 Q4	$1.53M	Sell	14,470 -425	-3%	-$44.1K	0.36%	74
2021 Q3	$1.46M	Hold	14,895	–	–	0.38%	74
2021 Q2	$1.52M	Sell	14,895 -200	-1%	-$20.5K	0.39%	73
2021 Q1	$1.49M	Sell	15,095 -35	-0.2%	-$3.21K	0.41%	73
2020 Q4	$1.34M	Buy	15,130 +750	+5%	+$63.2K	0.37%	79
2020 Q3	$1.11M	Buy	+14,380	New	+$1.08M	0.35%	84

Other funds holding XLI

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Cypress Asset Management's XLI Position: Q4 2025 in Review

Cypress Asset Management held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2025 at 9,034 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #62.

Cypress Asset Management first reported a position in XLI in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.35M in Q3 2024. 1,500 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Cypress Asset Management held 9,034 shares of State Street Industrial Select Sector SPDR ETF worth $1.4M as of Q4 2025.
Cypress Asset Management left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Industrial Select Sector SPDR ETF made up 0.31% of Cypress Asset Management's portfolio in Q4 2025, its #62 holding.
Cypress Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2020 and has held it in 22 quarters since.
Cypress Asset Management's State Street Industrial Select Sector SPDR ETF position peaked at $2.35M in Q3 2024.
1,500 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.