Cumberland Advisors’s SPDR S&P Insurance ETF KIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
+65,330
| New | +$3.9M | 1.64% | 17 |
|
|
2020
Q1 | – | Sell |
-173,535
| Closed | -$6.15M | – | 70 |
|
|
2019
Q4 | $6.15M | Sell |
173,535
-3,965
| -2% | -$140K | 2.12% | 15 |
|
|
2019
Q3 | $6.25M | Buy |
177,500
+3,690
| +2% | +$130K | 1.77% | 18 |
|
|
2019
Q2 | $5.91M | Buy |
173,810
+78,090
| +82% | +$2.65M | 1.99% | 16 |
|
|
2019
Q1 | $2.96M | Sell |
95,720
-5,960
| -6% | -$184K | 1.03% | 24 |
|
|
2018
Q4 | $2.89M | Buy |
+101,680
| New | +$2.89M | 1.03% | 22 |
|
|
2017
Q4 | – | Sell |
-175,680
| Closed | -$5.27M | – | 45 |
|
|
2017
Q3 | $5.27M | Buy |
175,680
+30,750
| +21% | +$922K | 3.23% | 10 |
|
|
2017
Q2 | $4.25M | Buy |
+144,930
| New | +$4.25M | 2.5% | 17 |
|
|
2015
Q2 | – | Sell |
-198,540
| Closed | -$4.44M | – | 63 |
|
|
2015
Q1 | $4.44M | Buy |
+198,540
| New | +$4.44M | 2.3% | 16 |
|
|
2013
Q3 | – | Sell |
-670,140
| Closed | -$12.1M | – | 48 |
|
|
2013
Q2 | $12.1M | Buy |
+670,140
| New | +$12.1M | 6.58% | 2 |
|