$149 Million is the total value of CUMBERLAND ADVISORS INC's 41 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 44 | Q2 2024 | 23.7% |
| SPDR S&P MIDCAP 400 ETF TR | 44 | Q2 2024 | 10.3% |
| ISHARES TR | 39 | Q2 2024 | 5.8% |
| VANGUARD MSCI PACIFIC ETF | 35 | Q1 2024 | 3.2% |
| ISHARES TR | 33 | Q2 2024 | 6.9% |
| ISHARES INC | 30 | Q2 2024 | 3.0% |
| Vanguard Intl Equity Ind | 30 | Q2 2024 | 1.8% |
| ISHARES INC | 30 | Q2 2024 | 2.1% |
| SELECT SECTOR SPDR TR | 29 | Q2 2023 | 8.9% |
| SPDR SERIES TRUST | 28 | Q2 2024 | 10.5% |
View CUMBERLAND ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-20 |
View CUMBERLAND ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.