Berman Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$327K	Hold	4,760	–	–	0.05%	183
2021 Q2	$333K	Hold	4,760	–	–	0.05%	168
2021 Q1	$325K	Hold	4,760	–	–	0.07%	139
2020 Q4	$321K	Hold	4,760	–	–	0.08%	117
2020 Q3	$305K	Hold	4,760	–	–	0.09%	102
2020 Q2	$279K	Hold	4,760	–	–	0.07%	103
2020 Q1	$259K	Hold	4,760	–	–	0.08%	98
2019 Q4	$299K	Hold	4,760	–	–	0.09%	107
2019 Q3	$292K	Hold	4,760	–	–	0.09%	108
2019 Q2	$276K	Hold	4,760	–	–	0.09%	110
2019 Q1	$267K	Hold	4,760	–	–	0.09%	106
2018 Q4	$241K	Buy	+4,760	New	+$258K	0.09%	92

Other funds holding XLP

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

VMPIC

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Berman Capital Advisors held its State Street Consumer Staples Select Sector SPDR ETF (XLP) position steady in Q3 2021 at 4,760 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #183.

Berman Capital Advisors first reported a position in XLP in Q4 2018 and has held it in 12 quarters since. The position peaked at $333K in Q2 2021. 852 funds tracked by Wall St. Rank hold XLP as of Q3 2021.

Berman Capital Advisors held 4,760 shares of State Street Consumer Staples Select Sector SPDR ETF worth $327K as of Q3 2021.
Berman Capital Advisors left its State Street Consumer Staples Select Sector SPDR ETF share count unchanged in Q3 2021.
State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #183 holding.
Berman Capital Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $333K in Q2 2021.
852 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2021.

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