Cypress Capital Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Cypress Capital Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,224	Closed	-$266K	–	315
2023 Q4	$266K	Sell	6,224 -1,250	-17%	-$50K	0.03%	264
2023 Q3	$294K	Buy	7,474 +232	+3%	+$9.53K	0.04%	254
2023 Q2	$300K	Hold	7,242	–	–	0.04%	258
2023 Q1	$292K	Buy	+7,242	New	+$293K	0.04%	250
2022 Q1	–	Sell	-4,610	Closed	-$209K	–	344
2021 Q4	$209K	Buy	+4,610	New	+$199K	0.03%	304

Other funds holding XLB

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

Goldman Sachs New York $871B AUM 31.28% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

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

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

Cypress Capital Group's XLB Position: Q1 2024 in Review

Cypress Capital Group sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2024, closing a stake of 6,224 shares — an estimated $266K sold.

Cypress Capital Group first reported a position in XLB in Q4 2021 and held it in 5 quarters. The position peaked at $300K in Q2 2023. 794 funds tracked by Wall St. Rank hold XLB as of Q1 2024.

Cypress Capital Group reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Cypress Capital Group sold 6,224 State Street Materials Select Sector SPDR ETF shares in Q1 2024, an estimated $266K.
Cypress Capital Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Cypress Capital Group's State Street Materials Select Sector SPDR ETF position peaked at $300K in Q2 2023.
794 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2024.

Based on Cypress Capital Group's 13F filing for Q1 2024, filed 8 May 2024.