Cumberland Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Cumberland Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.31M	Buy	39,441 +80	+0.2%	+$13.9K	2.57%	13
2026 Q1	$6.37M	Sell	39,361 -245	-0.6%	-$41.1K	2.49%	13
2025 Q4	$6.14M	Buy	39,606 +875	+2%	+$135K	2.33%	13
2025 Q3	$5.97M	Buy	38,731 +525	+1%	+$79.5K	2.29%	13
2025 Q2	$5.64M	Buy	38,206 +315	+0.8%	+$43K	2.37%	13
2025 Q1	$4.97M	Sell	37,891 -29	-0.1%	-$3.92K	2.25%	12
2024 Q4	$5M	Buy	37,920 +1,520	+4%	+$210K	1.99%	13
2024 Q3	$4.93M	Buy	36,400 +215	+0.6%	+$27.3K	1.96%	13
2024 Q2	$4.41M	Sell	36,185 -535	-1%	-$65.9K	1.81%	12
2024 Q1	$4.63M	Buy	36,720 +1,190	+3%	+$140K	1.72%	13
2023 Q4	$4.05M	Buy	35,530 +150	+0.4%	+$15.7K	1.74%	12
2023 Q3	$3.59M	Buy	+35,380	New	+$3.79M	1.59%	15
2020 Q2	$10.4M	Buy	+151,100	New	+$9.8M	3.93%	10
2019 Q4	–	Sell	-94,480	Closed	-$7.33M	–	77
2019 Q3	$7.33M	Buy	+94,480	New	+$7.25M	2.07%	13
2018 Q3	–	Sell	-70,400	Closed	-$5.04M	–	50
2018 Q2	$5.04M	Buy	70,400 +1,610	+2%	+$119K	3.15%	13
2018 Q1	$5.11M	Sell	68,790 -6,200	-8%	-$478K	3.13%	15
2017 Q4	$5.67M	Buy	74,990 +3,990	+6%	+$290K	3.14%	13
2017 Q3	$5.04M	Buy	+71,000	New	+$4.88M	3.09%	16
2014 Q1	–	Sell	-96,120	Closed	-$5.02M	–	45
2013 Q4	$5.02M	Buy	96,120 +25,950	+37%	+$1.28M	2.8%	14
2013 Q3	$3.26M	Sell	70,170 -62,925	-47%	-$2.85M	1.93%	16
2013 Q2	$5.67M	Buy	+133,095	New	+$5.65M	3.1%	12

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cumberland Advisors's XLI Position: Q2 2026 in Review

Cumberland Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 0.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 39,441 shares worth $7.31M. The position accounts for 2.57% of the portfolio, ranked #13.

Cumberland Advisors first reported a position in XLI in Q2 2013 and has held it in 21 quarters since. The position peaked at $10.4M in Q2 2020. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cumberland Advisors held 39,441 shares of State Street Industrial Select Sector SPDR ETF worth $7.31M as of Q2 2026.
Cumberland Advisors bought 80 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.9K.
State Street Industrial Select Sector SPDR ETF made up 2.57% of Cumberland Advisors's portfolio in Q2 2026, its #13 holding.
Cumberland Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 21 quarters since.
Cumberland Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $10.4M in Q2 2020.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.