Cypress Capital’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cypress Capital’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,784	Closed	-$602K	–	394
2024 Q1	$602K	Sell	5,784 -1,140	-16%	-$115K	0.16%	57
2023 Q4	$666K	Sell	6,924 -4,766	-41%	-$424K	0.19%	52
2023 Q3	$958K	Sell	11,690 -170	-1%	-$14.6K	0.28%	48
2023 Q2	$1.03M	Sell	11,860 -2,620	-18%	-$207K	0.3%	47
2023 Q1	$1.09M	Sell	14,480 -3,810	-21%	-$262K	0.34%	42
2022 Q4	$1.14M	Buy	18,290 +1,824	+11%	+$116K	0.36%	51
2022 Q3	$978K	Sell	16,466 -1,040	-6%	-$71K	0.34%	53
2022 Q2	$1.11M	Buy	17,506 +1,606	+10%	+$112K	0.16%	104
2022 Q1	$1.26M	Buy	15,900 +674	+4%	+$52.9K	0.15%	107
2021 Q4	$1.32M	Buy	+15,226	New	+$1.25M	0.15%	111

Other funds holding XLK

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Cypress Capital's XLK Position: Q2 2024 in Review

Cypress Capital sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2024, closing a stake of 5,784 shares — an estimated $602K sold.

Cypress Capital first reported a position in XLK in Q4 2021 and held it in 10 quarters. The position peaked at $1.32M in Q4 2021. 2,007 funds tracked by Wall St. Rank hold XLK as of Q2 2024.

Cypress Capital reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Cypress Capital sold 5,784 State Street Technology Select Sector SPDR ETF shares in Q2 2024, an estimated $602K.
Cypress Capital first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Cypress Capital's State Street Technology Select Sector SPDR ETF position peaked at $1.32M in Q4 2021.
2,007 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2024.

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