Cypress Wealth Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cypress Wealth Services’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Sell	8,351 -6	-0.1%	-$343	0.05%	261
2026 Q1	$512K	Buy	8,357 +1,312	+19%	+$70.4K	0.07%	221
2025 Q4	$315K	Buy	+7,045	New	+$314K	0.04%	288
2023 Q1	–	Sell	-8,424	Closed	-$368K	–	259
2022 Q4	$368K	Buy	8,424 +680	+9%	+$29.6K	0.12%	157
2022 Q3	$317K	Buy	+7,744	New	+$293K	0.11%	163
2021 Q1	–	Sell	-21,188	Closed	-$402K	–	305
2020 Q4	$402K	Buy	+21,188	New	+$365K	0.09%	173
2020 Q3	–	Sell	-31,366	Closed	-$557K	–	507
2020 Q2	$594K	Buy	31,366 +7,352	+31%	+$137K	0.14%	131
2020 Q1	$349K	Buy	+24,014	New	+$570K	0.1%	165

Other funds holding XLE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cypress Wealth Services's XLE Position: Q2 2026 in Review

Cypress Wealth Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.07% in Q2 2026, selling an estimated $343 and leaving 8,351 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #261.

Cypress Wealth Services first reported a position in XLE in Q1 2020 and has held it in 8 quarters since. The position peaked at $594K in Q2 2020. 560 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cypress Wealth Services held 8,351 shares of State Street Energy Select Sector SPDR ETF worth $444K as of Q2 2026.
Cypress Wealth Services sold 6 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $343.
State Street Energy Select Sector SPDR ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #261 holding.
Cypress Wealth Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 8 quarters since.
Cypress Wealth Services's State Street Energy Select Sector SPDR ETF position peaked at $594K in Q2 2020.
560 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.