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Cypress Wealth Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cypress Wealth Services’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Sell
10,825
-126
-1% -$5.71K 0.06% 242
2026
Q1 		$503K Buy
10,951
+4
+0% +$179 0.07% 223
2025
Q4 		$467K Buy
10,947
+5,483
+100% +$243K 0.06% 215
2025
Q3 		$238K Hold
5,464
– – 0.04% 294
2025
Q2 		$223K Buy
5,464
+4
+0.1% +$159 0.04% 286
2025
Q1 		$215K Hold
5,460
– – 0.04% 264
2024
Q4 		$207K Hold
5,460
– – 0.04% 267
2024
Q3 		$220K Buy
+5,460
New +$203K 0.05% 247
2022
Q2 		– Sell
-5,460
Closed -$203K – 260
2022
Q1 		$203K Buy
+5,460
New +$189K 0.06% 231
2021
Q2 		– Sell
-10,130
Closed -$324K – 311
2021
Q1 		$324K Sell
10,130
-400
-4% -$12.4K 0.07% 207
2020
Q4 		$330K Buy
+10,530
New +$333K 0.07% 192
2020
Q3 		– Sell
-10,506
Closed -$312K – 509
2020
Q2 		$296K Sell
10,506
-180
-2% -$5.19K 0.07% 205
2020
Q1 		$296K Buy
10,686
+432
+4% +$13.8K 0.09% 184
2019
Q4 		$331K Buy
10,254
+10
+0.1% +$318 0.08% 183
2019
Q3 		$332K Buy
10,244
+204
+2% +$6.29K 0.09% 176
2019
Q2 		$299K Buy
+10,040
New +$295K 0.09% 193

Other funds holding XLU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Cypress Wealth Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.2% in Q2 2026, selling an estimated $5.71K and leaving 10,825 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #242.

Cypress Wealth Services first reported a position in XLU in Q2 2019 and has held it in 16 quarters since. The position peaked at $503K in Q1 2026. 457 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Cypress Wealth Services held 10,825 shares of State Street Utilities Select Sector SPDR ETF worth $491K as of Q2 2026.
  • Cypress Wealth Services sold 126 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $5.71K.
  • State Street Utilities Select Sector SPDR ETF made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #242 holding.
  • Cypress Wealth Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2019 and has held it in 16 quarters since.
  • Cypress Wealth Services's State Street Utilities Select Sector SPDR ETF position peaked at $503K in Q1 2026.
  • 457 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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