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Cypress Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cypress Wealth Services’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$629K Sell
11,734
-171
-1% -$8.89K 0.08% 198
2026
Q1 		$588K Buy
11,905
+13
+0.1% +$677 0.08% 196
2025
Q4 		$651K Buy
+11,892
New +$634K 0.09% 177

Other funds holding XLF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Cypress Wealth Services reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.4% in Q2 2026, selling an estimated $8.89K and leaving 11,734 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #198.

Cypress Wealth Services first reported a position in XLF in Q4 2025 and has held it in 3 quarters since. The position peaked at $651K in Q4 2025. 771 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Cypress Wealth Services held 11,734 shares of State Street Financial Select Sector SPDR ETF worth $629K as of Q2 2026.
  • Cypress Wealth Services sold 171 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.89K.
  • State Street Financial Select Sector SPDR ETF made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #198 holding.
  • Cypress Wealth Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's State Street Financial Select Sector SPDR ETF position peaked at $651K in Q4 2025.
  • 771 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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