13F Filings History of CUMBERLAND ADVISORS INC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$263,789,012
Signature - Title
Giselle Casella - 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 $263,789,012 as of Q4 2025. Top holdings included SPY, MDY, XAR, BRKB, and ACWX.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $263,789,012 +$3,231,332 -$7,702,135 -$4,470,803 SPY, MDY, XAR, BRKB, ACWX 13F-HR 02 Feb 2026, 17:09
Q3 2025 48 $260,515,001 +$6,318,293 -$1,873,711 +$4,444,582 SPY, MDY, XAR, BRKB, ACWX 13F-HR 10 Nov 2025, 17:58
Q2 2025 49 $237,712,766 +$6,579,151 -$12,276,376 -$5,697,225 SPY, MDY, XAR, BRKB, ACWX 13F-HR 07 Aug 2025, 14:00
Q1 2025 49 $220,575,184 +$5,522,440 -$27,062,306 -$21,539,866 SPY, MDY, XAR, BRKB, IBB 13F-HR 09 May 2025, 09:51
Q4 2024 49 $250,630,874 +$4,264,724 -$3,380,266 +$884,458 SPY, MDY, XAR, IJR, BRKB 13F-HR 08 Jan 2025, 16:36
Q3 2024 48 $251,668,392 +$3,961,149 -$11,702,220 -$7,741,071 SPY, MDY, XAR, IJR, BRKB 13F-HR 16 Oct 2024, 16:03
Q2 2024 53 $244,240,307 +$7,671,375 -$31,858,572 -$24,187,197 SPY, MDY, XAR, IJR, XLE 13F-HR 10 Jul 2024, 16:03
Q1 2024 56 $268,891,208 +$37,632,675 -$19,393,054 +$18,239,621 SPY, IJR, MDY, XAR, XLE 13F-HR 15 Apr 2024, 13:43
Q4 2023 53 $232,982,150 +$21,117,185 -$37,797,609 -$16,680,424 SPY, XAR, MDY, IJR, XME 13F-HR 29 Jan 2024, 10:20
Q3 2023 56 $225,555,290 +$45,010,288 -$31,134,841 +$13,875,447 SPY, XAR, MDY, IJR, IHI 13F-HR 23 Oct 2023, 15:36
Q2 2023 57 $218,830,011 +$15,404,133 -$57,330,721 -$41,926,588 SPY, XAR, MDY, IHI, IJR 13F-HR 24 Jul 2023, 15:35
Q1 2023 59 $243,750,578 +$47,344,154 -$43,251,025 +$4,093,129 SPY, XAR, MDY, UPRO, IHI 13F-HR 28 Apr 2023, 10:25
Q4 2022 58 $230,882,347 +$36,755,268 -$82,780,281 -$46,025,013 SPY, XAR, MDY, IHI, XLV 13F-HR 30 Jan 2023, 11:43
Q3 2022 54 $251,165,000 +$12,072,701 -$41,564,816 -$29,492,115 SPY, XAR, MDY, UPRO, IHI 13F-HR 24 Oct 2022, 10:53
Q2 2022 55 $301,098,000 +$4,381,453 -$46,609,436 -$42,227,983 SPY, UPRO, XAR, MDY, IHI 13F-HR 20 Jul 2022, 10:37
Q1 2022 59 $431,531,000 +$47,414,941 -$48,187,768 -$772,827 SPY, UPRO, XBI, XAR, MDY 13F-HR 19 Apr 2022, 12:16
Q4 2021 61 $477,342,000 +$17,668,482 -$5,666,396 +$12,002,086 SPY, UPRO, XBI, MDY, XAR 13F-HR 27 Jan 2022, 16:41
Q3 2021 61 $432,562,000 +$45,690,544 -$15,360,728 +$30,329,816 SPY, XBI, UPRO, XAR, ACWX 13F-HR 26 Oct 2021, 09:44
Q2 2021 63 $426,296,000 +$44,926,787 -$49,290,898 -$4,364,111 SPY, XBI, UPRO, XAR, ACWX 13F-HR 12 Jul 2021, 15:12
Q1 2021 62 $403,474,000 +$114,973,748 -$3,931,401 +$111,042,347 SPY, XAR, XBI, UPRO, MDY 13F-HR 20 Apr 2021, 13:07
Q4 2020 58 $273,028,000 +$43,924,963 -$80,968,634 -$37,043,671 SPY, XBI, XAR, IHI, MDY 13F-HR 20 Jan 2021, 14:07
Q2 2020 62 $264,065,000 +$35,116,015 -$66,324,735 -$31,208,720 IVV, SPY, XAR, UPRO, IHI 13F-HR 20 Jul 2020, 11:12
Q1 2020 62 $245,319,000 +$71,795,272 -$61,176,939 +$10,618,333 IVV, XLV, SPY, XBI, XAR 13F-HR 27 Apr 2020, 15:32
Q4 2019 69 $290,295,000 +$42,122,792 -$127,338,713 -$85,215,921 MDY, SPY, XAR, XBI, IHI 13F-HR 16 Jan 2020, 09:33
Q3 2019 74 $353,979,000 +$99,911,517 -$35,011,867 +$64,899,650 SPY, UPRO, MDY, XAR, XOP 13F-HR 11 Oct 2019, 10:52
Q2 2019 75 $296,320,000 +$22,986,801 -$19,781,994 +$3,204,807 MDY, XAR, SPY, XOP, XBI 13F-HR 11 Jul 2019, 11:27
Q1 2019 73 $288,506,000 +$46,883,827 -$79,422,407 -$32,538,580 MDY, SPY, XOP, XAR, XBI 13F-HR 02 Apr 2019, 15:05
Q4 2018 70 $278,983,000 +$195,862,184 -$49,551,000 +$146,311,184 SPY, UPRO, MDY, IWV, XAR 13F-HR 08 Jan 2019, 16:00
Q3 2018 41 $149,397,000 +$43,961,752 -$58,276,765 -$14,315,013 IWV, XAR, MDY, XOP, IHI 13F-HR 04 Oct 2018, 10:38
Q2 2018 43 $160,109,000 +$49,058,043 -$51,378,579 -$2,320,536 XLG, KBWB, SPY, IWV, MDY 13F-HR 10 Jul 2018, 12:41
Q1 2018 40 $163,468,000 +$27,292,079 -$44,103,428 -$16,811,349 KBWB, SPY, DVY, MDY, SCZ 13F-HR 16 Apr 2018, 10:42
Q4 2017 43 $180,948,000 +$41,832,555 -$27,505,544 +$14,327,011 IJR, KBWB, DVY, RSP, SCZ 13F-HR 09 Jan 2018, 10:29
Q3 2017 42 $163,241,000 +$27,940,659 -$42,882,666 -$14,942,007 DVY, KBWB, XLK, RSP, SCZ 13F-HR 10 Oct 2017, 15:08
Q2 2017 46 $170,116,000 +$40,699,848 -$31,964,333 +$8,735,515 QQQ, DVY, XLK, KBWB, IDGT 13F-HR 10 Jul 2017, 16:35
Q1 2017 37 $159,565,000 +$55,826,619 -$39,432,411 +$16,394,208 MDY, XLK, DVY, KBWB, IDGT 13F-HR 04 Apr 2017, 10:45
Q4 2016 55 $140,300,000 +$28,731,428 -$73,629,966 -$44,898,538 RSP, XLK, IJR, IDGT, ITB 13F-HR 11 Jan 2017, 16:07
Q3 2016 55 $179,540,000 +$53,221,960 -$43,726,340 +$9,495,620 RSP, IJR, RWL, IDGT, SPY Restatement 19 Oct 2016, 15:25
Q2 2016 52 $162,331,000 +$54,807,229 -$38,014,227 +$16,793,002 RSP, MDY, IJR, RWL, XLU 13F-HR 13 Jul 2016, 12:11
Q1 2016 50 $145,294,000 +$18,823,949 -$42,953,365 -$24,129,416 RSP, XLK, QQQ, RWL, XLU 13F-HR 11 Apr 2016, 10:57
Q4 2015 54 $168,885,000 +$45,942,249 -$43,142,014 +$2,800,235 RSP, XLK, RPG, QQQ, RWL 13F-HR 20 Jan 2016, 12:14
Q3 2015 51 $160,784,000 +$23,924,161 -$39,210,550 -$15,286,389 RSP, XLK, XLU, DXJ, RWL 13F-HR 08 Oct 2015, 11:43
Q2 2015 60 $189,196,000 +$16,450,641 -$16,871,343 -$420,702 RSP, XLK, XLU, DON, HEDJ 13F-HR 13 Jul 2015, 12:11
Q1 2015 63 $192,845,000 +$59,256,937 -$42,182,603 +$17,074,334 RSP, XLK, XLU, DON, HEDJ 13F-HR 10 Apr 2015, 11:35
Q4 2014 67 $171,938,000 +$57,782,850 -$41,502,239 +$16,280,611 RSP, XLK, XLU, PWC, DXJ 13F-HR 09 Jan 2015, 13:16
Q3 2014 63 $151,649,000 +$70,960,676 -$75,682,721 -$4,722,045 RSP, XLK, XLU, PWC, DXJ 13F-HR 06 Oct 2014, 10:17
Q2 2014 54 $156,529,000 +$34,802,064 -$58,004,007 -$23,201,943 IWF, IWR, XLU, PWC, DXJ 13F-HR 10 Jul 2014, 12:19
Q1 2014 35 $174,091,000 +$93,225,494 -$98,809,318 -$5,583,824 MDY, IWF, DXJ, IWR, PIZ 13F-HR 21 Apr 2014, 14:05
Q4 2013 30 $179,328,000 $0 $0 $0 IWO, DXJ, RSP, RWJ, 6699SC 13F-HR 22 Jan 2014, 15:07