Cypress Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cypress Capital Advisors’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
2026 Q2	$892K	Sell	16,630 -348	-2%	-$18.1K	0.37%	37
2026 Q1	$838K	Sell	16,978 -392	-2%	-$20.4K	0.45%	43
2025 Q4	$951K	Hold	17,370	–	–	0.51%	36
2025 Q3	$936K	Buy	17,370 +112	+0.6%	+$5.93K	0.53%	36
2025 Q2	$904K	Buy	17,258 +280	+2%	+$13.9K	0.57%	38
2025 Q1	$846K	Buy	16,978 +9,554	+129%	+$479K	0.59%	40
2024 Q4	$359K	Buy	+7,424	New	+$359K	0.28%	48

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cypress Capital Advisors's XLF Position: Q2 2026 in Review

Cypress Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2% in Q2 2026, selling an estimated $18.1K and leaving 16,630 shares worth $892K. The position accounts for 0.37% of the portfolio, ranked #37.

Cypress Capital Advisors first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $951K in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cypress Capital Advisors held 16,630 shares of State Street Financial Select Sector SPDR ETF worth $892K as of Q2 2026.
Cypress Capital Advisors sold 348 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $18.1K.
State Street Financial Select Sector SPDR ETF made up 0.37% of Cypress Capital Advisors's portfolio in Q2 2026, its #37 holding.
Cypress Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $951K in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.