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Cypress Capital Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cypress Capital Group’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
2026
Q2 		$1.24M Buy
27,410
+1,820
+7% +$82.4K 0.12% 135
2026
Q1 		$1.17M Sell
25,590
-2,740
-10% -$123K 0.13% 120
2025
Q4 		$1.21M Buy
28,330
+5,062
+22% +$224K 0.14% 113
2025
Q3 		$1.01M Hold
23,268
– – 0.12% 122
2025
Q2 		$950K Hold
23,268
– – 0.12% 120
2025
Q1 		$917K Hold
23,268
– – 0.12% 118
2024
Q4 		$881K Sell
23,268
-3,338
-13% -$132K 0.11% 132
2024
Q3 		$1.07M Sell
26,606
-422
-2% -$15.7K 0.12% 136
2024
Q2 		$921K Sell
27,028
-100
-0.4% -$3.44K 0.11% 141
2024
Q1 		$890K Sell
27,128
-9,050
-25% -$282K 0.11% 162
2023
Q4 		$1.15M Sell
36,178
-540
-1% -$16.5K 0.15% 121
2023
Q3 		$1.08M Sell
36,718
-540
-1% -$17.4K 0.16% 122
2023
Q2 		$1.22M Sell
37,258
-1,266
-3% -$42.6K 0.18% 123
2023
Q1 		$1.3M Sell
38,524
-160
-0.4% -$5.42K 0.2% 117
2022
Q4 		$1.36M Buy
38,684
+4,970
+15% +$169K 0.21% 109
2022
Q3 		$1.1M Sell
33,714
-464
-1% -$17K 0.18% 114
2022
Q2 		$1.2M Buy
34,178
+440
+1% +$15.9K 0.18% 114
2022
Q1 		$1.26M Buy
33,738
+5,370
+19% +$186K 0.15% 126
2021
Q4 		$1.01M Buy
+28,368
New +$957K 0.13% 139

Other funds holding XLU

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cypress Capital Group's XLU Position: Q2 2026 in Review

Cypress Capital Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 7.1% in Q2 2026, buying an estimated $82.4K and bringing the position to 27,410 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #135.

Cypress Capital Group first reported a position in XLU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2022. 1,214 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Cypress Capital Group held 27,410 shares of State Street Utilities Select Sector SPDR ETF worth $1.24M as of Q2 2026.
  • Cypress Capital Group bought 1,820 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $82.4K.
  • State Street Utilities Select Sector SPDR ETF made up 0.12% of Cypress Capital Group's portfolio in Q2 2026, its #135 holding.
  • Cypress Capital Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Cypress Capital Group's State Street Utilities Select Sector SPDR ETF position peaked at $1.36M in Q4 2022.
  • 1,214 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.