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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,764
Closed -$203K 526
2020
Q3
$203K Buy
+2,764
New +$196K 0.05% 252

Other funds holding XLY

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.