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

Cypress Capital’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
2024 Q3	–	Sell	-488	Closed	-$16.6K	–	368
2024 Q2	$16.6K	Buy	+488	New	+$16.8K	﹤0.01%	167
2023 Q4	–	Sell	-7,806	Closed	-$230K	–	82
2023 Q3	$230K	Buy	7,806 +854	+12%	+$27.5K	0.07%	75
2023 Q2	$227K	Sell	6,952 -2,906	-29%	-$97.8K	0.07%	73
2023 Q1	$334K	Sell	9,858 -2,356	-19%	-$79.9K	0.1%	57
2022 Q4	$431K	Buy	12,214 +2,938	+32%	+$99.9K	0.14%	67
2022 Q3	$304K	Buy	9,276 +2,586	+39%	+$94.8K	0.11%	78
2022 Q2	$235K	Sell	6,690 -138	-2%	-$5K	0.03%	160
2022 Q1	$254K	Buy	+6,828	New	+$237K	0.03%	182

Other funds holding XLU

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMH

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

HIIFS

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Cypress Capital's XLU Position: Q3 2024 in Review

Cypress Capital sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2024, closing a stake of 488 shares — an estimated $16.6K sold.

Cypress Capital first reported a position in XLU in Q1 2022 and held it in 8 quarters. The position peaked at $431K in Q4 2022. 1,300 funds tracked by Wall St. Rank hold XLU as of Q3 2024.

Cypress Capital reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
Cypress Capital sold 488 State Street Utilities Select Sector SPDR ETF shares in Q3 2024, an estimated $16.6K.
Cypress Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 8 quarters.
Cypress Capital's State Street Utilities Select Sector SPDR ETF position peaked at $431K in Q4 2022.
1,300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2024.

Based on Cypress Capital's 13F filing for Q3 2024, filed 12 Nov 2024.