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XLI icon

Cypress Wealth Services’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cypress Wealth Services’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
2,160
-487
-18% -$84.6K 0.05% 273
2026
Q1 		$428K Hold
2,647
– – 0.06% 243
2025
Q4 		$411K Buy
+2,647
New +$407K 0.06% 235

Other funds holding XLI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cypress Wealth Services reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 18% in Q2 2026, selling an estimated $84.6K and leaving 2,160 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #273.

Cypress Wealth Services first reported a position in XLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $428K in Q1 2026. 682 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Cypress Wealth Services held 2,160 shares of State Street Industrial Select Sector SPDR ETF worth $400K as of Q2 2026.
  • Cypress Wealth Services sold 487 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $84.6K.
  • State Street Industrial Select Sector SPDR ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #273 holding.
  • Cypress Wealth Services first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's State Street Industrial Select Sector SPDR ETF position peaked at $428K in Q1 2026.
  • 682 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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