Cypress Capital’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cypress Capital’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,076	Closed	-$251K	–	393
2024 Q1	$251K	Sell	3,076 -1,442	-32%	-$112K	0.07%	73
2023 Q4	$328K	Buy	4,518 +127	+3%	+$8.74K	0.09%	66
2023 Q3	$288K	Buy	4,391 +106	+2%	+$7.07K	0.08%	67
2023 Q2	$279K	Sell	4,285 -4,367	-50%	-$266K	0.08%	67
2023 Q1	$502K	Sell	8,652 -1,314	-13%	-$71.4K	0.16%	51
2022 Q4	$478K	Buy	9,966 +1,115	+13%	+$54.6K	0.15%	64
2022 Q3	$424K	Sell	8,851 -3,637	-29%	-$200K	0.15%	69
2022 Q2	$678K	Buy	12,488 +4,278	+52%	+$258K	0.1%	124
2022 Q1	$565K	Buy	8,210 +339	+4%	+$23.9K	0.07%	140
2021 Q4	$611K	Buy	+7,871	New	+$622K	0.07%	141

Other funds holding XLC

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cypress Capital's XLC Position: Q2 2024 in Review

Cypress Capital sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2024, closing a stake of 3,076 shares — an estimated $251K sold.

Cypress Capital first reported a position in XLC in Q4 2021 and held it in 10 quarters. The position peaked at $678K in Q2 2022. 928 funds tracked by Wall St. Rank hold XLC as of Q2 2024.

Cypress Capital reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Cypress Capital sold 3,076 State Street Communication Services Select Sector SPDR ETF shares in Q2 2024, an estimated $251K.
Cypress Capital first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Cypress Capital's State Street Communication Services Select Sector SPDR ETF position peaked at $678K in Q2 2022.
928 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2024.

Based on Cypress Capital's 13F filing for Q2 2024, filed 22 Aug 2024.