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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
2020
Q4 		– Sell
-41,296
Closed -$618K – 522
2020
Q3 		$618K Buy
+41,296
New +$733K 0.16% 114

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
GC
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
CA
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.