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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-59,562
Closed -$2.78M 202
2025
Q1
$2.78M Buy
+59,562
New +$2.69M 0.21% 79
2022
Q1
Sell
-22,000
Closed -$611K 198
2021
Q4
$611K Buy
22,000
+7,000
+47% +$198K 0.04% 145
2021
Q3
$391K Buy
15,000
+4,000
+36% +$99.1K 0.03% 172
2021
Q2
$296K Buy
+11,000
New +$286K 0.02% 163

Other funds holding XLE

Cumberland Partners's XLE Position: Q2 2025 in Review

Cumberland Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2025, closing a stake of 59,562 shares — an estimated $2.78M sold.

Cumberland Partners first reported a position in XLE in Q2 2021 and held it in 4 quarters. The position peaked at $2.78M in Q1 2025. 1,749 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

  • Cumberland Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Cumberland Partners sold 59,562 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $2.78M.
  • Cumberland Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
  • Cumberland Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.78M in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

Based on Cumberland Partners's 13F filing for Q2 2025, filed 12 Aug 2025.