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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
2020
Q4 		– Sell
-4,112
Closed -$240K – 523
2020
Q3 		$240K Buy
+4,112
New +$232K 0.06% 220

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
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
GC
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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
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
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.