CUMBERLAND ADVISORS INC SPY Holdings History
CUMBERLAND ADVISORS INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, CUMBERLAND ADVISORS INC held 86,748.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $48.53 Mil. This investment constitutes 22% of their stock portfolio, and CUMBERLAND ADVISORS INC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then CUMBERLAND ADVISORS INC has made 17 purchases of SPY, at an average price of $326.12, for a total of 424,647.00 shares. In addition, there have been 15 sales at an average price of $347.52 for 337,899.00 shares. Based on historical transaction data and SPY's current price of $624.81, CUMBERLAND ADVISORS INC's estimated gain on his SPY holdings is $33.14 Mil, reflecting a 23.93% gain to date.
CUMBERLAND ADVISORS INC SPY ($624.81) Holding Chart
CUMBERLAND ADVISORS INC SPY ($624.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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