Berman Capital Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Berman Capital Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-4,202	Closed	-$113K	–	2248
2021 Q2	$113K	Hold	4,202	–	–	0.02%	353
2021 Q1	$103K	Hold	4,202	–	–	0.02%	302
2020 Q4	$79K	Hold	4,202	–	–	0.02%	297
2020 Q3	$62K	Buy	4,202 +72	+2%	+$1.28K	0.02%	295
2020 Q2	$78K	Buy	+4,130	New	+$76.8K	0.02%	255
2019 Q4	–	Sell	-1,716	Closed	-$50K	–	1558
2019 Q3	$50K	Sell	1,716 -184	-10%	-$5.57K	0.02%	300
2019 Q2	$60K	Buy	1,900 +216	+13%	+$6.92K	0.02%	278
2019 Q1	$55K	Sell	1,684 -222	-12%	-$7.13K	0.02%	265
2018 Q4	$54K	Sell	1,906 -4,234	-69%	-$142K	0.02%	246
2018 Q3	$233K	Sell	6,140 -4,560	-43%	-$171K	0.1%	91
2018 Q2	$406K	Buy	10,700 +12	+0.1%	+$446	0.14%	68
2018 Q1	$360K	Sell	10,688 -2,236	-17%	-$79.1K	0.14%	71
2017 Q4	$467K	Buy	+12,924	New	+$445K	0.15%	61

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Berman Capital Advisors's XLE Position: Q3 2021 in Review

Berman Capital Advisors sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2021, closing a stake of 4,202 shares — an estimated $113K sold.

Berman Capital Advisors first reported a position in XLE in Q4 2017 and held it in 13 quarters. The position peaked at $467K in Q4 2017. 1,229 funds tracked by Wall St. Rank hold XLE as of Q3 2021.

Berman Capital Advisors reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2021 after selling out during the quarter.
Berman Capital Advisors sold 4,202 State Street Energy Select Sector SPDR ETF shares in Q3 2021, an estimated $113K.
Berman Capital Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and held it in 13 quarters.
Berman Capital Advisors's State Street Energy Select Sector SPDR ETF position peaked at $467K in Q4 2017.
1,229 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.