Cypress Wealth Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Sell	2,167 -4	-0.2%	-$683	0.05%	272
2026 Q1	$288K	Buy	2,171 +268	+14%	+$37.8K	0.04%	313
2025 Q4	$274K	Buy	+1,903	New	+$275K	0.04%	321
2021 Q1	–	Sell	-3,836	Closed	-$249K	–	306
2020 Q4	$249K	Buy	+3,836	New	+$234K	0.06%	233
2020 Q3	–	Sell	-4,478	Closed	-$253K	–	508
2020 Q2	$234K	Buy	+4,478	New	+$211K	0.06%	230

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cypress Wealth Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.18% in Q2 2026, selling an estimated $683 and leaving 2,167 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #272.

Cypress Wealth Services first reported a position in XLK in Q2 2020 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cypress Wealth Services held 2,167 shares of State Street Technology Select Sector SPDR ETF worth $413K as of Q2 2026.
Cypress Wealth Services sold 4 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $683.
State Street Technology Select Sector SPDR ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #272 holding.
Cypress Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 5 quarters since.
955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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