Cumberland Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cumberland Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-248,684	Closed	-$10.7M	–	52
2024 Q4	$10.7M	Sell	248,684 -2,000	-0.8%	-$90.9K	4.25%	6
2024 Q3	$11M	Sell	250,684 -6,240	-2%	-$279K	4.37%	7
2024 Q2	$11.7M	Sell	256,924 -8,440	-3%	-$393K	4.79%	5
2024 Q1	$12.5M	Buy	265,364 +185,010	+230%	+$7.95M	4.66%	5
2023 Q4	$3.37M	Buy	80,354 +590	+0.7%	+$25.2K	1.45%	16
2023 Q3	$3.6M	Buy	79,764 +244	+0.3%	+$10.7K	1.6%	14
2023 Q2	$3.23M	Sell	79,520 -7,540	-9%	-$307K	1.47%	14
2023 Q1	$3.61M	Sell	87,060 -220	-0.3%	-$9.41K	1.48%	16
2022 Q4	$3.82M	Buy	87,280 +18,780	+27%	+$818K	1.65%	16
2022 Q3	$2.47M	Buy	+68,500	New	+$2.59M	0.98%	23
2022 Q1	–	Sell	-640,920	Closed	-$17.8M	–	66
2021 Q4	$17.8M	Buy	640,920 +12,000	+2%	+$339K	3.73%	9
2021 Q3	$16.4M	Buy	+628,920	New	+$15.6M	3.79%	9
2021 Q2	–	Sell	-534,700	Closed	-$13.1M	–	66
2021 Q1	$13.1M	Buy	+534,700	New	+$12.3M	3.25%	12
2016 Q1	–	Sell	-54,720	Closed	-$1.65M	–	61
2015 Q4	$1.65M	Buy	+54,720	New	+$1.8M	0.98%	25
2014 Q3	–	Sell	-88,000	Closed	-$4.4M	–	77
2014 Q2	$4.4M	Buy	88,000 +520	+0.6%	+$24.6K	2.81%	12
2014 Q1	$3.9M	Buy	+87,480	New	+$3.77M	2.24%	18
2013 Q3	–	Sell	-88,780	Closed	-$3.48M	–	57
2013 Q2	$3.48M	Buy	+88,780	New	+$3.52M	1.9%	22

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cumberland Advisors's XLE Position: Q1 2025 in Review

Cumberland Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2025, closing a stake of 248,684 shares — an estimated $10.7M sold.

Cumberland Advisors first reported a position in XLE in Q2 2013 and held it in 17 quarters. The position peaked at $17.8M in Q4 2021. 1,839 funds tracked by Wall St. Rank hold XLE as of Q1 2025.

Cumberland Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Cumberland Advisors sold 248,684 State Street Energy Select Sector SPDR ETF shares in Q1 2025, an estimated $10.7M.
Cumberland Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and held it in 17 quarters.
Cumberland Advisors's State Street Energy Select Sector SPDR ETF position peaked at $17.8M in Q4 2021.
1,839 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2025.

Based on Cumberland Advisors's 13F filing for Q1 2025, filed 9 May 2025.