Cumberland Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Cumberland Advisors’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.51M	Buy	123,140 +460	+0.4%	+$26.3K	2.65%	12
2026 Q1	$6.75M	Sell	122,680 -230	-0.2%	-$13.2K	2.64%	11
2025 Q4	$7.39M	Sell	122,910 -780	-0.6%	-$45.9K	2.8%	10
2025 Q3	$7.34M	Buy	123,690 +58,360	+89%	+$3.39M	2.82%	10
2025 Q2	$3.9M	Buy	+65,330	New	+$3.8M	1.64%	17
2020 Q1	–	Sell	-173,535	Closed	-$6.15M	–	70
2019 Q4	$6.15M	Sell	173,535 -3,965	-2%	-$139K	2.12%	15
2019 Q3	$6.25M	Buy	177,500 +3,690	+2%	+$127K	1.77%	18
2019 Q2	$5.91M	Buy	173,810 +78,090	+82%	+$2.57M	1.99%	16
2019 Q1	$2.96M	Sell	95,720 -5,960	-6%	-$182K	1.03%	24
2018 Q4	$2.88M	Buy	+101,680	New	+$3.06M	1.03%	22
2017 Q4	–	Sell	-175,680	Closed	-$5.27M	–	45
2017 Q3	$5.27M	Buy	175,680 +30,750	+21%	+$917K	3.23%	10
2017 Q2	$4.25M	Buy	+144,930	New	+$4.17M	2.5%	17
2015 Q2	–	Sell	-198,540	Closed	-$4.44M	–	63
2015 Q1	$4.44M	Buy	+198,540	New	+$4.37M	2.3%	16
2013 Q3	–	Sell	-670,140	Closed	-$12.1M	–	48
2013 Q2	$12.1M	Buy	+670,140	New	+$11.9M	6.58%	2

Other funds holding KIE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cumberland Advisors's KIE Position: Q2 2026 in Review

Cumberland Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.37% in Q2 2026, buying an estimated $26.3K and bringing the position to 123,140 shares worth $7.51M. The position accounts for 2.65% of the portfolio, ranked #12.

Cumberland Advisors first reported a position in KIE in Q2 2013 and has held it in 14 quarters since. The position peaked at $12.1M in Q2 2013. 145 funds tracked by Wall St. Rank hold KIE as of Q2 2026.

Cumberland Advisors held 123,140 shares of State Street SPDR S&P Insurance ETF worth $7.51M as of Q2 2026.
Cumberland Advisors bought 460 State Street SPDR S&P Insurance ETF shares in Q2 2026, an estimated $26.3K.
State Street SPDR S&P Insurance ETF made up 2.65% of Cumberland Advisors's portfolio in Q2 2026, its #12 holding.
Cumberland Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and has held it in 14 quarters since.
Cumberland Advisors's State Street SPDR S&P Insurance ETF position peaked at $12.1M in Q2 2013.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.