• 13F History

CUMBERLAND ADVISORS INC

13F Filings History

Latest 13F report
Q4 2024 - Jan 8, 2025
Value $
$251M
Signature - Title
Timothy Lyle - Chief Compliance Officer
Location
Sarasota, FL
Summary
This page shows a list of all the recent 13F filings made by CUMBERLAND ADVISORS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CUMBERLAND ADVISORS INC reported 49 stock holdings with total value $251M as of Q4 2024. Top holdings included SPY, MDY, XAR, IJR, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 49 $251M +$4.26M -$3.38M +$884K SPY, MDY, XAR, IJR, BRKB 13F-HR 1/8/2025, 04:36 PM
Q3 2024 48 $252M +$3.96M -$11.7M -$7.74M SPY, MDY, XAR, IJR, BRKB 13F-HR 10/16/2024, 04:03 PM
Q2 2024 53 $244M +$7.67M -$31.9M -$24.2M SPY, MDY, XAR, IJR, XLE 13F-HR 7/10/2024, 04:03 PM
Q1 2024 56 $269M +$37.6M -$19.4M +$18.2M SPY, IJR, MDY, XAR, XLE 13F-HR 4/15/2024, 01:43 PM
Q4 2023 53 $233M +$21.1M -$37.8M -$16.7M SPY, XAR, MDY, IJR, XME 13F-HR 1/29/2024, 10:20 AM
Q3 2023 56 $226M +$45M -$1.32M +$43.7M SPY, XAR, MDY, IJR, IHI 13F-HR 10/23/2023, 03:36 PM
Q2 2023 57 $219M +$15.4M -$46.7M -$31.3M SPY, XAR, MDY, IHI, IJR 13F-HR 7/24/2023, 03:35 PM
Q1 2023 59 $244M +$47.3M -$13.1M +$34.2M SPY, XAR, MDY, UPRO, IHI 13F-HR 4/28/2023, 10:25 AM
Q4 2022 58 $231M +$36.8M -$59.1M -$22.4M SPY, XAR, MDY, IHI, XLV 13F-HR 1/30/2023, 10:43 AM
Q3 2022 54 $249M +$9.53M -$39.1M -$29.5M SPY, XAR, MDY, UPRO, IHI 13F-HR 10/24/2022, 10:53 AM
Q2 2022 55 $301M +$4.38M -$37.7M -$33.3M SPY, UPRO, XAR, MDY, IHI 13F-HR 7/20/2022, 10:37 AM
Q1 2022 59 $432M +$47.4M -$17.6M +$29.8M SPY, UPRO, XBI, XAR, MDY 13F-HR 4/19/2022, 12:16 PM
Q4 2021 61 $477M +$17.7M -$3.6M +$14.1M SPY, UPRO, XBI, MDY, XAR 13F-HR 1/27/2022, 03:41 PM
Q3 2021 61 $433M +$45.7M -$15.4M +$30.3M SPY, XBI, UPRO, XAR, ACWX 13F-HR 10/26/2021, 09:44 AM
Q2 2021 63 $426M +$44.9M -$49.3M -$4.36M SPY, XBI, UPRO, XAR, ACWX 13F-HR 7/12/2021, 03:12 PM
Q1 2021 62 $403M +$115M -$3.93M +$111M SPY, XAR, XBI, UPRO, MDY 13F-HR 4/20/2021, 01:07 PM
Q4 2020 57 $273M +$43.9M -$3.08M +$40.8M SPY, XBI, XAR, IHI, MDY 13F-HR 1/20/2021, 01:07 PM
Q2 2020 62 $249M +$35.1M -$26.8M +$8.36M IVV, SPY, XAR, IHI, XBI 13F-HR 7/20/2020, 11:12 AM
Q1 2020 62 $245M +$71.8M -$16.4M +$55.4M IVV, XLV, SPY, XBI, XAR 13F-HR 4/27/2020, 03:32 PM
Q4 2019 69 $290M +$42.1M -$27.5M +$14.6M MDY, SPY, XAR, XBI, IHI 13F-HR 1/16/2020, 08:33 AM
Q3 2019 74 $354M +$99.9M -$3.76M +$96.1M SPY, UPRO, MDY, XAR, XOPXXXX 13F-HR 10/11/2019, 10:52 AM
Q2 2019 75 $296M +$23M -$17.6M +$5.38M MDY, XAR, SPY, XOPXXXX, XBI 13F-HR 7/11/2019, 11:27 AM
Q1 2019 72 $288M +$46.9M -$29.7M +$17.2M MDY, SPY, XOPXXXX, XAR, XBI 13F-HR 4/2/2019, 03:05 PM
Q4 2018 70 $253M +$169M +$169M SPY, MDY, IWV, XAR, IHI 13F-HR 1/8/2019, 03:00 PM
Q3 2018 41 $149M +$44M -$18.4M +$25.6M IWV, XAR, MDY, XOPXXXX, IHI 13F-HR 10/4/2018, 10:38 AM
Q2 2018 43 $160M +$49.1M -$5.71M +$43.3M XLG, KBWB, SPY, IWV, MDY 13F-HR 7/10/2018, 12:41 PM
Q1 2018 40 $163M +$27.3M -$14.9M +$12.4M KBWBXXXX, SPY, DVY, MDY, SCZ 13F-HR 4/16/2018, 10:42 AM
Q4 2017 43 $181M +$41.7M -$5.56M +$36.2M IJR, KBWBXXXX, DVY, RSPXXXX, SCZ 13F-HR 1/9/2018, 09:29 AM
Q3 2017 42 $163M +$27.9M -$36.3M -$8.38M DVY, KBWBXXXX, XLK, RSPXXXX, SCZ 13F-HR 10/10/2017, 03:08 PM
Q2 2017 46 $170M +$40.7M -$16.8M +$23.9M QQQXXXX, DVY, XLK, KBWBXXXX, IGN 13F-HR 7/10/2017, 04:35 PM
Q1 2017 37 $160M +$55.8M -$31.8M +$24.1M MDY, XLK, DVY, KBWBXXXX, IGN 13F-HR 4/4/2017, 10:45 AM
Q4 2016 55 $140M +$28.7M -$39.9M -$11.2M RSPXXXX, XLK, IJR, IGN, ITB 13F-HR 1/11/2017, 03:07 PM
Q3 2016 55 $180M +$53.2M -$18.4M +$34.8M RSPXXXX, IJR, RWLXXXX, IGN, SPY Restatement 10/19/2016, 03:25 PM
Q2 2016 52 $162M +$54.8M -$10.1M +$44.7M RSPXXXX, MDY, IJR, RWLXXXX, XLU 13F-HR 7/13/2016, 12:11 PM
Q1 2016 50 $145M +$18.8M -$11.1M +$7.7M RSPXXXX, XLK, QQQXXXX, RWLXXXX, XLU 13F-HR 4/11/2016, 10:57 AM
Q4 2015 54 $169M +$45.9M -$16.8M +$29.1M RSPXXXX, XLK, RPGXXXX, QQQXXXX, RWLXXXX 13F-HR 1/20/2016, 11:14 AM
Q3 2015 51 $161M +$23.9M -$8.9M +$15M RSPXXXX, XLK, XLU, DXJ, RWLXXXX 13F-HR 10/8/2015, 11:43 AM
Q2 2015 60 $189M +$16.5M -$3.5M +$13M RSPXXXX, XLK, XLU, DON, HEDJ 13F-HR 7/13/2015, 12:11 PM
Q1 2015 63 $193M +$59.3M -$2.96M +$56.3M RSPXXXX, XLK, XLU, DON, HEDJ 13F-HR 4/10/2015, 11:35 AM
Q4 2014 67 $172M +$57.8M -$19.7M +$38.1M RSPXXXX, XLK, XLU, PWC, DXJ 13F-HR 1/9/2015, 12:16 PM
Q3 2014 63 $152M +$71M -$923K +$70M RSPXXXX, XLK, XLU, PWC, DXJ 13F-HR 10/6/2014, 10:17 AM
Q2 2014 54 $157M +$34.8M -$31.5M +$3.3M IWF, IWR, XLU, PWC, DXJ 13F-HR 7/10/2014, 12:19 PM
Q1 2014 35 $174M +$93.2M -$9.83M +$83.4M MDY, IWF, DXJ, IWR, PIZXXXX 13F-HR 4/21/2014, 02:05 PM
Q4 2013 30 $179M IWO, DXJ, RSPXXXX, RWJXXXX, 6699SC 13F-HR 1/22/2014, 02:07 PM