Cumberland Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-16,076
Closed -$527K 185
2022
Q3
$527K Sell
16,076
-11,642
-42% -$427K 0.06% 128
2022
Q2
$972K Buy
27,718
+11,712
+73% +$424K 0.09% 107
2022
Q1
$596K Buy
+16,006
New +$555K 0.05% 136

Other funds holding XLU

Cumberland Partners's XLU Position: Q4 2022 in Review

Cumberland Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2022, closing a stake of 16,076 shares — an estimated $527K sold.

Cumberland Partners first reported a position in XLU in Q1 2022 and held it in 3 quarters. The position peaked at $972K in Q2 2022. 1,175 funds tracked by Wall St. Rank hold XLU as of Q4 2022.

  • Cumberland Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Cumberland Partners sold 16,076 State Street Utilities Select Sector SPDR ETF shares in Q4 2022, an estimated $527K.
  • Cumberland Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 3 quarters.
  • Cumberland Partners's State Street Utilities Select Sector SPDR ETF position peaked at $972K in Q2 2022.
  • 1,175 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2022.

Based on Cumberland Partners's 13F filing for Q4 2022, filed 6 Feb 2023.