Berman Capital Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$219K	Hold	2,938	–	–	0.03%	248
2021 Q2	$217K	Hold	2,938	–	–	0.03%	221
2021 Q1	$195K	Hold	2,938	–	–	0.04%	191
2020 Q4	$191K	Hold	2,938	–	–	0.05%	171
2020 Q3	$171K	Hold	2,938	–	–	0.05%	163
2020 Q2	$153K	Hold	2,938	–	–	0.04%	171
2020 Q1	$118K	Sell	2,938 -2	-0.1%	-$91	0.04%	175
2019 Q4	$134K	Buy	2,940 +2	+0.1%	+$86	0.04%	183
2019 Q3	$118K	Hold	2,938	–	–	0.04%	192
2019 Q2	$114K	Hold	2,938	–	–	0.04%	193
2019 Q1	$108K	Hold	2,938	–	–	0.04%	186
2018 Q4	$91K	Buy	+2,938	New	+$99.4K	0.04%	189

Other funds holding XLK

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Berman Capital Advisors held its State Street Technology Select Sector SPDR ETF (XLK) position steady in Q3 2021 at 2,938 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #248.

Berman Capital Advisors first reported a position in XLK in Q4 2018 and has held it in 12 quarters since. 1,419 funds tracked by Wall St. Rank hold XLK as of Q3 2021.

Berman Capital Advisors held 2,938 shares of State Street Technology Select Sector SPDR ETF worth $219K as of Q3 2021.
Berman Capital Advisors left its State Street Technology Select Sector SPDR ETF share count unchanged in Q3 2021.
State Street Technology Select Sector SPDR ETF made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #248 holding.
Berman Capital Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
1,419 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2021.

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