Berman Capital Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$103K	Hold	1,152	–	–	0.02%	434
2021 Q2	$102K	Hold	1,152	–	–	0.02%	378
2021 Q1	$96K	Hold	1,152	–	–	0.02%	318
2020 Q4	$92K	Hold	1,152	–	–	0.02%	263
2020 Q3	$84K	Hold	1,152	–	–	0.02%	251
2020 Q2	$73K	Hold	1,152	–	–	0.02%	270
2020 Q1	$56K	Hold	1,152	–	–	0.02%	277
2019 Q4	$72K	Sell	1,152 -414	-26%	-$25.2K	0.02%	264
2019 Q3	$94K	Hold	1,566	–	–	0.03%	217
2019 Q2	$93K	Hold	1,566	–	–	0.03%	214
2019 Q1	$89K	Sell	1,566 -1,042	-40%	-$56.5K	0.03%	207
2018 Q4	$128K	Buy	+2,608	New	+$138K	0.05%	147

Other funds holding XLY

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Berman Capital Advisors held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2021 at 1,152 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #434.

Berman Capital Advisors first reported a position in XLY in Q4 2018 and has held it in 12 quarters since. The position peaked at $128K in Q4 2018. 950 funds tracked by Wall St. Rank hold XLY as of Q3 2021.

Berman Capital Advisors held 1,152 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $103K as of Q3 2021.
Berman Capital Advisors left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2021.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #434 holding.
Berman Capital Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $128K in Q4 2018.
950 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2021.

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