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 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 $1.56T AUM 27.86% 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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Capital Advisors's XLF Position: Q1 2026 in Review

Cypress Capital Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.3% in Q1 2026, selling an estimated $20.4K and leaving 16,978 shares worth $838K. The position accounts for 0.45% of the portfolio, ranked #43.

Cypress Capital Advisors first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $951K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cypress Capital Advisors held 16,978 shares of State Street Financial Select Sector SPDR ETF worth $838K as of Q1 2026.
Cypress Capital Advisors sold 392 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $20.4K.
State Street Financial Select Sector SPDR ETF made up 0.45% of Cypress Capital Advisors's portfolio in Q1 2026, its #43 holding.
Cypress Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Cypress Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $951K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.