Cypress Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$589K	Hold	4,088	–	–	0.13%	81
2025 Q3	$576K	Sell	4,088 -300	-7%	-$39.7K	0.13%	82
2025 Q2	$556K	Hold	4,388	–	–	0.13%	82
2025 Q1	$453K	Buy	4,388 +3,430	+358%	+$389K	0.12%	90
2024 Q4	$530K	Sell	958 -3,640	-79%	-$423K	0.13%	83
2024 Q3	$519K	Buy	4,598 +3,640	+380%	+$400K	0.13%	83
2024 Q2	$516K	Hold	958	–	–	0.13%	82
2024 Q1	$475K	Sell	958 -3,462	-78%	-$350K	0.13%	85
2023 Q4	$425K	Sell	4,420 -78	-2%	-$6.94K	0.13%	89
2023 Q3	$362K	Buy	+4,498	New	+$386K	0.12%	96
2023 Q2	–	Sell	-4,420	Closed	-$334K	–	123
2023 Q1	$334K	Sell	4,420 -150	-3%	-$10.3K	0.12%	106
2022 Q4	$284K	Sell	4,570 -210	-4%	-$13.3K	0.1%	112
2022 Q3	$284K	Sell	4,780 -150	-3%	-$10.2K	0.11%	111
2022 Q2	$313K	Sell	4,930 -620	-11%	-$43.2K	0.11%	107
2022 Q1	$441K	Hold	5,550	–	–	0.13%	106
2021 Q4	$482K	Hold	5,550	–	–	0.11%	109
2021 Q3	$414K	Sell	5,550 -100	-2%	-$7.71K	0.11%	110
2021 Q2	$417K	Sell	5,650 -148	-3%	-$10.4K	0.11%	111
2021 Q1	$385K	Hold	5,798	–	–	0.11%	114
2020 Q4	$377K	Sell	5,798 -30	-0.5%	-$1.83K	0.11%	120
2020 Q3	$340K	Sell	5,828 -1,602	-22%	-$90.5K	0.11%	116
2020 Q2	$388K	Buy	7,430 +2	+0%	+$94	0.13%	111
2020 Q1	$298K	Sell	7,428 -8,476	-53%	-$387K	0.13%	108
2019 Q4	$729K	Sell	15,904 -3,678	-19%	-$157K	0.25%	95
2019 Q3	$789K	Sell	19,582 -2,188	-10%	-$87.5K	0.27%	92
2019 Q2	$849K	Sell	21,770 -8,420	-28%	-$321K	0.29%	90
2019 Q1	$1.12M	Sell	30,190 -22,580	-43%	-$773K	0.38%	80
2018 Q4	$1.64M	Sell	52,770 -14,030	-21%	-$475K	0.61%	55
2018 Q3	$2.52M	Sell	66,800 -16,670	-20%	-$611K	0.74%	45
2018 Q2	$2.9M	Buy	+83,470	New	+$2.86M	0.86%	39

Other funds holding XLK

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Cypress Asset Management held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q4 2025 at 4,088 shares worth $589K. The position accounts for 0.13% of the portfolio, ranked #81.

Cypress Asset Management first reported a position in XLK in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.9M in Q2 2018. 2,471 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Cypress Asset Management held 4,088 shares of State Street Technology Select Sector SPDR ETF worth $589K as of Q4 2025.
Cypress Asset Management left its State Street Technology Select Sector SPDR ETF share count unchanged in Q4 2025.
State Street Technology Select Sector SPDR ETF made up 0.13% of Cypress Asset Management's portfolio in Q4 2025, its #81 holding.
Cypress Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 30 quarters since.
Cypress Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $2.9M in Q2 2018.
2,471 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

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