Cumberland Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Cumberland Advisors’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-41,370	Closed	-$3.07M	–	62
2023 Q2	$3.07M	Buy	+41,370	New	+$3.1M	1.4%	16
2023 Q1	–	Sell	-51,320	Closed	-$3.83M	–	62
2022 Q4	$3.83M	Buy	+51,320	New	+$3.74M	1.66%	15
2020 Q2	–	Sell	-168,580	Closed	-$9.18M	–	67
2020 Q1	$9.18M	Buy	168,580 +19,260	+13%	+$1.17M	3.74%	11
2019 Q4	$9.4M	Buy	+149,320	New	+$9.2M	3.24%	10
2017 Q4	–	Sell	-14,590	Closed	-$788K	–	47
2017 Q3	$788K	Sell	14,590 -160	-1%	-$8.79K	0.48%	36
2017 Q2	$810K	Hold	14,750	–	–	0.48%	34
2017 Q1	$805K	Sell	14,750 -4,630	-24%	-$249K	0.5%	30
2016 Q4	$1M	Sell	19,380 -2,060	-10%	-$107K	0.71%	31
2016 Q3	$1.14M	Sell	21,440 -116,540	-84%	-$6.35M	0.64%	28
2016 Q2	$7.61M	Buy	137,980 +115,470	+513%	+$6.14M	4.69%	9
2016 Q1	$1.19M	Hold	22,510	–	–	0.82%	25
2015 Q4	$1.14M	Buy	+22,510	New	+$1.12M	0.67%	31

Other funds holding XLP

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cumberland Advisors's XLP Position: Q3 2023 in Review

Cumberland Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q3 2023, closing a stake of 41,370 shares — an estimated $3.07M sold.

Cumberland Advisors first reported a position in XLP in Q4 2015 and held it in 12 quarters. The position peaked at $9.4M in Q4 2019. 1,040 funds tracked by Wall St. Rank hold XLP as of Q3 2023.

Cumberland Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Cumberland Advisors sold 41,370 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2023, an estimated $3.07M.
Cumberland Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2015 and held it in 12 quarters.
Cumberland Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $9.4M in Q4 2019.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2023.

Based on Cumberland Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.