Cypress Wealth Services’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$312K	Sell	2,664 -242	-8%	-$28.2K	0.04%	328
2026 Q1	$317K	Hold	2,906	–	–	0.04%	293
2025 Q4	$347K	Buy	+2,906	New	+$345K	0.05%	265
2021 Q2	–	Sell	-2,414	Closed	-$203K	–	313
2021 Q1	$203K	Sell	2,414 -850	-26%	-$70.7K	0.04%	282
2020 Q4	$262K	Buy	+3,264	New	+$252K	0.06%	225
2020 Q1	–	Sell	-5,738	Closed	-$360K	–	281
2019 Q4	$360K	Buy	5,738 +200	+4%	+$12.2K	0.09%	169
2019 Q3	$334K	Buy	5,538 +1,480	+36%	+$89.2K	0.09%	174
2019 Q2	$242K	Buy	4,058 +142	+4%	+$8.31K	0.07%	217
2019 Q1	$223K	Sell	3,916 -258	-6%	-$14K	0.07%	222
2018 Q4	$207K	Buy	4,174 +178	+4%	+$9.41K	0.08%	194
2018 Q3	$234K	Sell	3,996 -42	-1%	-$2.39K	0.08%	192
2018 Q2	$221K	Buy	+4,038	New	+$213K	0.08%	201

Other funds holding XLY

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

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

Cypress Wealth Services reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 8.3% in Q2 2026, selling an estimated $28.2K and leaving 2,664 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #328.

Cypress Wealth Services first reported a position in XLY in Q2 2018 and has held it in 12 quarters since. The position peaked at $360K in Q4 2019. 371 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Cypress Wealth Services held 2,664 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $312K as of Q2 2026.
Cypress Wealth Services sold 242 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $28.2K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #328 holding.
Cypress Wealth Services first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 12 quarters since.
Cypress Wealth Services's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $360K in Q4 2019.
371 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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