Cumberland Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.7M | Sell |
73,747
-2,255
| -3% | -$618K | 7.33% | 3 |
|
|
2025
Q4 | $18.3M | Sell |
76,002
-3,295
| -4% | -$783K | 6.95% | 3 |
|
|
2025
Q3 | $18.6M | Sell |
79,297
-1,397
| -2% | -$305K | 7.15% | 3 |
|
|
2025
Q2 | $17M | Sell |
80,694
-30,455
| -27% | -$5.52M | 7.16% | 3 |
|
|
2025
Q1 | $17.9M | Sell |
111,149
-33,230
| -23% | -$5.59M | 8.1% | 3 |
|
|
2024
Q4 | $23.9M | Sell |
144,379
-6,485
| -4% | -$1.07M | 9.55% | 3 |
|
|
2024
Q3 | $23.7M | Sell |
150,864
-6,425
| -4% | -$957K | 9.43% | 3 |
|
|
2024
Q2 | $22M | Sell |
157,289
-8,130
| -5% | -$1.13M | 9.01% | 3 |
|
|
2024
Q1 | $23.2M | Sell |
165,419
-15,830
| -9% | -$2.12M | 8.64% | 4 |
|
|
2023
Q4 | $24.5M | Sell |
181,249
-7,831
| -4% | -$964K | 10.54% | 2 |
|
|
2023
Q3 | $21.2M | Buy |
189,080
+3,530
| +2% | +$423K | 9.4% | 2 |
|
|
2023
Q2 | $22.5M | Sell |
185,550
-8,690
| -4% | -$1.01M | 10.3% | 2 |
|
|
2023
Q1 | $22.7M | Sell |
194,240
-8,680
| -4% | -$1.01M | 9.32% | 2 |
|
|
2022
Q4 | $22.3M | Sell |
202,920
-13,460
| -6% | -$1.42M | 9.67% | 2 |
|
|
2022
Q3 | $19.8M | Buy |
216,380
+8,485
| +4% | +$887K | 7.9% | 2 |
|
|
2022
Q2 | $20.9M | Buy |
207,895
+6,145
| +3% | +$677K | 6.95% | 3 |
|
|
2022
Q1 | $25.2M | Sell |
201,750
-2,995
| -1% | -$352K | 5.83% | 4 |
|
|
2021
Q4 | $23.8M | Sell |
204,745
-1,780
| -0.9% | -$212K | 5% | 5 |
|
|
2021
Q3 | $24.6M | Buy |
206,525
+625
| +0.3% | +$77.3K | 5.69% | 4 |
|
|
2021
Q2 | $27.2M | Buy |
205,900
+3,499
| +2% | +$450K | 6.39% | 4 |
|
|
2021
Q1 | $25.4M | Sell |
202,401
-849
| -0.4% | -$103K | 6.3% | 2 |
|
|
2020
Q4 | $23.3M | Buy |
+203,250
| New | +$20.6M | 8.54% | 3 |
|
|
2020
Q2 | $17M | Buy |
194,280
+8,860
| +5% | +$734K | 6.45% | 3 |
|
|
2020
Q1 | $14.1M | Sell |
185,420
-6,885
| -4% | -$708K | 5.75% | 5 |
|
|
2019
Q4 | $21M | Sell |
192,305
-8,600
| -4% | -$929K | 7.23% | 3 |
|
|
2019
Q3 | $21.5M | Sell |
200,905
-7,260
| -3% | -$771K | 6.06% | 4 |
|
|
2019
Q2 | $21.6M | Sell |
208,165
-1,760
| -0.8% | -$172K | 7.3% | 2 |
|
|
2019
Q1 | $19.3M | Buy |
209,925
+6,400
| +3% | +$574K | 6.68% | 4 |
|
|
2018
Q4 | $16.1M | Buy |
203,525
+100,730
| +98% | +$8.87M | 5.76% | 5 |
|
|
2018
Q3 | $10.2M | Buy |
102,795
+37,890
| +58% | +$3.58M | 6.85% | 2 |
|
|
2018
Q2 | $5.66M | Buy |
64,905
+1,360
| +2% | +$120K | 3.53% | 11 |
|
|
2018
Q1 | $5.52M | Sell |
63,545
-6,075
| -9% | -$527K | 3.38% | 11 |
|
|
2017
Q4 | $5.82M | Buy |
69,620
+3,670
| +6% | +$300K | 3.21% | 12 |
|
|
2017
Q3 | $5.26M | Buy |
65,950
+53,150
| +415% | +$3.97M | 3.22% | 12 |
|
|
2017
Q2 | $901K | Buy |
+12,800
| New | +$881K | 0.53% | 33 |
|
Other funds holding XAR
HCMG
Cumberland Advisors's XAR Position: Q1 2026 in Review
Cumberland Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 3% in Q1 2026, selling an estimated $618K and leaving 73,747 shares worth $18.7M. The position accounts for 7.33% of the portfolio, ranked #3.
Cumberland Advisors first reported a position in XAR in Q2 2017 and has held it in 35 quarters since. The position peaked at $27.2M in Q2 2021. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.
- Cumberland Advisors held 73,747 shares of State Street SPDR S&P Aerospace & Defense ETF worth $18.7M as of Q1 2026.
- Cumberland Advisors sold 2,255 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $618K.
- State Street SPDR S&P Aerospace & Defense ETF made up 7.33% of Cumberland Advisors's portfolio in Q1 2026, its #3 holding.
- Cumberland Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2017 and has held it in 35 quarters since.
- Cumberland Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $27.2M in Q2 2021.
- 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.
Based on Cumberland Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.