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 Q3	$437K	Sell	2,166 -1	-0%	-$185	0.05%	264
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Cypress Wealth Services's XLK Position: Q3 2026 in Review

Cypress Wealth Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.05% in Q3 2026, selling an estimated $185 and leaving 2,166 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #264.

Cypress Wealth Services first reported a position in XLK in Q2 2020 and has held it in 6 quarters since. 1,720 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Cypress Wealth Services held 2,166 shares of State Street Technology Select Sector SPDR ETF worth $437K as of Q3 2026.
Cypress Wealth Services sold 1 State Street Technology Select Sector SPDR ETF share in Q3 2026, an estimated $185.
State Street Technology Select Sector SPDR ETF made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #264 holding.
Cypress Wealth Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2020 and has held it in 6 quarters since.
1,720 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.