Karp Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Karp Capital Management’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-412,551	Closed	-$14.9M	–	67
2022 Q3	$14.9M	Sell	412,551 -9,437	-2%	-$360K	3.05%	6
2022 Q2	$16M	Buy	421,988 +214,490	+103%	+$8.45M	2.82%	4
2022 Q1	$8.72M	Sell	207,498 -20,044	-9%	-$808K	1.27%	32
2021 Q4	$9.19M	Buy	227,542 +21,706	+11%	+$870K	1.15%	30
2021 Q3	$7.78M	Buy	205,836 +14,983	+8%	+$578K	1.1%	32
2021 Q2	$7.36M	Buy	190,853 +14,083	+8%	+$548K	1.09%	31
2021 Q1	$6.48M	Buy	176,770 +7,956	+5%	+$279K	1.17%	32
2020 Q4	$5.67M	Sell	168,814 -4,487	-3%	-$142K	1.17%	33
2020 Q3	$4.86M	Sell	173,301 -54,080	-24%	-$1.55M	1.19%	36
2020 Q2	$6.22M	Buy	227,381 +11,728	+5%	+$311K	1.72%	21
2020 Q1	$5.38M	Buy	215,653 +30,575	+17%	+$998K	1.76%	21
2019 Q4	$6.56M	Buy	185,078 +19,025	+11%	+$665K	1.73%	20
2019 Q3	$5.85M	Buy	166,053 +20,135	+14%	+$694K	1.7%	25
2019 Q2	$4.96M	Buy	145,918 +18,140	+14%	+$597K	1.57%	26
2019 Q1	$3.95M	Buy	127,778 +127,250	+24,100%	+$3.89M	1.4%	28
2018 Q4	$15K	Buy	+528	New	+$15.9K	0.01%	241

Other funds holding KIE

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Karp Capital Management's KIE Position: Q4 2022 in Review

Karp Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2022, closing a stake of 412,551 shares — an estimated $14.9M sold.

Karp Capital Management first reported a position in KIE in Q4 2018 and held it in 16 quarters. The position peaked at $16M in Q2 2022. 136 funds tracked by Wall St. Rank hold KIE as of Q4 2022.

Karp Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 412,551 State Street SPDR S&P Insurance ETF shares in Q4 2022, an estimated $14.9M.
Karp Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 16 quarters.
Karp Capital Management's State Street SPDR S&P Insurance ETF position peaked at $16M in Q2 2022.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.