Cypress Capital’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Cypress Capital’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,652	Closed	-$959K	–	90
2023 Q1	$959K	Buy	25,652 +1,244	+5%	+$47.8K	0.3%	45
2022 Q4	$901K	Sell	24,408 -292	-1%	-$10.8K	0.28%	55
2022 Q3	$889K	Sell	24,700 -267	-1%	-$11.2K	0.31%	56
2022 Q2	$1.02M	Sell	24,967 -14,294	-36%	-$637K	0.15%	106
2022 Q1	$1.9M	Buy	39,261 +4,041	+11%	+$189K	0.23%	75
2021 Q4	$1.82M	Buy	35,220 +320	+0.9%	+$15.4K	0.21%	82
2021 Q3	$1.55M	Buy	+34,900	New	+$1.62M	0.2%	87
2021 Q2	–	Sell	-30,631	Closed	-$1.21M	–	122
2021 Q1	$1.21M	Sell	30,631 -768	-2%	-$28.9K	0.49%	48
2020 Q4	$1.15M	Buy	31,399 +14,526	+86%	+$527K	0.52%	40
2020 Q3	$609K	Buy	16,873 +214	+1%	+$7.63K	0.28%	55
2020 Q2	$580K	Buy	+16,659	New	+$563K	0.26%	59

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Cypress Capital's XLRE Position: Q2 2023 in Review

Cypress Capital sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q2 2023, closing a stake of 25,652 shares — an estimated $959K sold.

Cypress Capital first reported a position in XLRE in Q2 2020 and held it in 11 quarters. The position peaked at $1.9M in Q1 2022. 592 funds tracked by Wall St. Rank hold XLRE as of Q2 2023.

Cypress Capital reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Cypress Capital sold 25,652 State Street Real Estate Select Sector SPDR ETF shares in Q2 2023, an estimated $959K.
Cypress Capital first reported a position in State Street Real Estate Select Sector SPDR ETF in Q2 2020 and held it in 11 quarters.
Cypress Capital's State Street Real Estate Select Sector SPDR ETF position peaked at $1.9M in Q1 2022.
592 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2023.

Based on Cypress Capital's 13F filing for Q2 2023, filed 7 Aug 2023.