Cypress Asset Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cypress Asset Management’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
2019 Q1	–	Sell	-9,400	Closed	-$249K	–	154
2018 Q4	$249K	Buy	+9,400	New	+$255K	0.09%	139
2017 Q1	–	Sell	-31,522	Closed	-$766K	–	214
2016 Q4	$766K	Buy	+31,522	New	+$753K	0.15%	121

Other funds holding XLU

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

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

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

SGI

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cypress Asset Management's XLU Position: Q1 2019 in Review

Cypress Asset Management sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2019, closing a stake of 9,400 shares — an estimated $249K sold.

Cypress Asset Management first reported a position in XLU in Q4 2016 and held it in 2 quarters. The position peaked at $766K in Q4 2016. 717 funds tracked by Wall St. Rank hold XLU as of Q1 2019.

Cypress Asset Management reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Cypress Asset Management sold 9,400 State Street Utilities Select Sector SPDR ETF shares in Q1 2019, an estimated $249K.
Cypress Asset Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 2 quarters.
Cypress Asset Management's State Street Utilities Select Sector SPDR ETF position peaked at $766K in Q4 2016.
717 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2019.

Based on Cypress Asset Management's 13F filing for Q1 2019, filed 29 Apr 2019.