Berman Capital Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,836	Closed	-$65K	–	1796
2020 Q2	$65K	Hold	2,836	–	–	0.02%	285
2020 Q1	$59K	Hold	2,836	–	–	0.02%	266
2019 Q4	$87K	Hold	2,836	–	–	0.03%	242
2019 Q3	$79K	Hold	2,836	–	–	0.02%	248
2019 Q2	$78K	Hold	2,836	–	–	0.02%	243
2019 Q1	$72K	Sell	2,836 -615	-18%	-$15.9K	0.02%	233
2018 Q4	$81K	Sell	3,451 -6,555	-66%	-$170K	0.03%	202
2018 Q3	$276K	Sell	10,006 -2,830	-22%	-$79.2K	0.12%	84
2018 Q2	$341K	Sell	12,836 -1,430	-10%	-$39.4K	0.12%	76
2018 Q1	$393K	Sell	14,266 -6,073	-30%	-$175K	0.15%	65
2017 Q4	$568K	Buy	+20,339	New	+$547K	0.19%	53

Other funds holding XLF

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Berman Capital Advisors's XLF Position: Q3 2020 in Review

Berman Capital Advisors sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2020, closing a stake of 2,836 shares — an estimated $65K sold.

Berman Capital Advisors first reported a position in XLF in Q4 2017 and held it in 11 quarters. The position peaked at $568K in Q4 2017. 970 funds tracked by Wall St. Rank hold XLF as of Q3 2020.

Berman Capital Advisors reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
Berman Capital Advisors sold 2,836 State Street Financial Select Sector SPDR ETF shares in Q3 2020, an estimated $65K.
Berman Capital Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 11 quarters.
Berman Capital Advisors's State Street Financial Select Sector SPDR ETF position peaked at $568K in Q4 2017.
970 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.