Cumberland Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Cumberland Partners’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-5,858	Closed	-$539K	–	212
2024 Q1	$539K	Buy	5,858 +138	+2%	+$12.3K	0.04%	160
2023 Q4	$460K	Hold	5,720	–	–	0.04%	155
2023 Q3	$460K	Buy	5,720 +90	+2%	+$7.61K	0.04%	145
2023 Q2	$478K	Buy	+5,630	New	+$431K	0.04%	136
2020 Q1	–	Sell	-184	Closed	-$12K	–	182
2019 Q4	$12K	Buy	+184	New	+$11.2K	﹤0.01%	163

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Cumberland Partners's XLY Position: Q2 2024 in Review

Cumberland Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q2 2024, closing a stake of 5,858 shares — an estimated $539K sold.

Cumberland Partners first reported a position in XLY in Q4 2019 and held it in 5 quarters. The position peaked at $539K in Q1 2024. 1,116 funds tracked by Wall St. Rank hold XLY as of Q2 2024.

Cumberland Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Cumberland Partners sold 5,858 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2024, an estimated $539K.
Cumberland Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2019 and held it in 5 quarters.
Cumberland Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $539K in Q1 2024.
1,116 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2024.

Based on Cumberland Partners's 13F filing for Q2 2024, filed 13 Aug 2024.