Cypress Capital Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Buy	33,214 +6,805	+26%	+$365K	0.23%	89
2025 Q4	$1.18M	Sell	26,409 -4,961	-16%	-$221K	0.13%	117
2025 Q3	$1.4M	Sell	31,370 -18,198	-37%	-$797K	0.17%	105
2025 Q2	$2.1M	Sell	49,568 -79,418	-62%	-$3.31M	0.26%	80
2025 Q1	$6.03M	Buy	128,986 +9,270	+8%	+$418K	0.79%	38
2024 Q4	$5.13M	Buy	119,716 +3,024	+3%	+$137K	0.63%	42
2024 Q3	$5.12M	Buy	116,692 +3,966	+4%	+$177K	0.58%	43
2024 Q2	$5.14M	Sell	112,726 -1,180	-1%	-$55K	0.62%	43
2024 Q1	$5.38M	Buy	113,906 +25,938	+29%	+$1.11M	0.64%	43
2023 Q4	$3.69M	Buy	87,968 +38,870	+79%	+$1.66M	0.48%	56
2023 Q3	$2.22M	Buy	49,098 +36,902	+303%	+$1.61M	0.32%	80
2023 Q2	$495K	Buy	12,196 +4,506	+59%	+$184K	0.07%	218
2023 Q1	$318K	Buy	7,690 +2,160	+39%	+$92.4K	0.05%	245
2022 Q4	$242K	Buy	+5,530	New	+$241K	0.04%	269
2019 Q1	–	Sell	-8,838	Closed	-$253K	–	242
2018 Q4	$253K	Sell	8,838 -23,782	-73%	-$796K	0.06%	214
2018 Q3	$1.24M	Sell	32,620 -9,900	-23%	-$371K	0.23%	102
2018 Q2	$1.61M	Buy	+42,520	New	+$1.58M	0.33%	83
2017 Q2	–	Sell	-14,220	Closed	-$497K	–	213
2017 Q1	$497K	Buy	14,220 +1,700	+14%	+$61.5K	0.12%	124
2016 Q4	$472K	Buy	+12,520	New	+$453K	0.11%	128
2016 Q1	–	Sell	-14,400	Closed	-$434K	–	182
2015 Q4	$434K	Sell	14,400 -1,324	-8%	-$43.6K	0.1%	140
2015 Q3	$481K	Hold	15,724	–	–	0.12%	132
2015 Q2	$591K	Buy	15,724 +924	+6%	+$36.7K	0.14%	125
2015 Q1	$574K	Sell	14,800 -950	-6%	-$36.8K	0.13%	124
2014 Q4	$623K	Sell	15,750 -6,080	-28%	-$253K	0.14%	118
2014 Q3	$989K	Hold	21,830	–	–	0.24%	92
2014 Q2	$1.09M	Hold	21,830	–	–	0.26%	91
2014 Q1	$972K	Sell	21,830 -30	-0.1%	-$1.29K	0.24%	90
2013 Q4	$968K	Sell	21,860 -1,400	-6%	-$60.3K	0.24%	89
2013 Q3	$964K	Buy	23,260 +680	+3%	+$28K	0.24%	88
2013 Q2	$884K	Buy	+22,580	New	+$895K	0.18%	100

Other funds holding XLE

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cypress Capital Group's XLE Position: Q1 2026 in Review

Cypress Capital Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 26% in Q1 2026, buying an estimated $365K and bringing the position to 33,214 shares worth $2.03M. The position accounts for 0.23% of the portfolio, ranked #89.

Cypress Capital Group first reported a position in XLE in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.03M in Q1 2025. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cypress Capital Group held 33,214 shares of State Street Energy Select Sector SPDR ETF worth $2.03M as of Q1 2026.
Cypress Capital Group bought 6,805 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $365K.
State Street Energy Select Sector SPDR ETF made up 0.23% of Cypress Capital Group's portfolio in Q1 2026, its #89 holding.
Cypress Capital Group first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 30 quarters since.
Cypress Capital Group's State Street Energy Select Sector SPDR ETF position peaked at $6.03M in Q1 2025.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.