Cumberland Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cumberland Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,797	Closed	-$701K	–	194
2025 Q4	$701K	Buy	12,797 +264	+2%	+$14.1K	0.04%	148
2025 Q3	$675K	Buy	12,533 +1,873	+18%	+$99.2K	0.04%	142
2025 Q2	$558K	Buy	10,660 +379	+4%	+$18.8K	0.04%	148
2025 Q1	$512K	Sell	10,281 -1,870	-15%	-$93.8K	0.04%	150
2024 Q4	$587K	Buy	12,151 +270	+2%	+$13.1K	0.04%	143
2024 Q3	$538K	Buy	11,881 +349	+3%	+$15.2K	0.04%	150
2024 Q2	$474K	Buy	+11,532	New	+$475K	0.03%	153
2022 Q2	–	Sell	-12,593	Closed	-$483K	–	187
2022 Q1	$483K	Sell	12,593 -11,159	-47%	-$436K	0.04%	147
2021 Q4	$927K	Buy	23,752 +12,273	+107%	+$482K	0.07%	134
2021 Q3	$430K	Buy	+11,479	New	+$429K	0.04%	164

Other funds holding XLF

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cumberland Partners's XLF Position: Q1 2026 in Review

Cumberland Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 12,797 shares — an estimated $701K sold.

Cumberland Partners first reported a position in XLF in Q3 2021 and held it in 10 quarters. The position peaked at $927K in Q4 2021. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cumberland Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cumberland Partners sold 12,797 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $701K.
Cumberland Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2021 and held it in 10 quarters.
Cumberland Partners's State Street Financial Select Sector SPDR ETF position peaked at $927K in Q4 2021.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.