Karp Capital Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-925	Closed	-$30K	–	383
2018 Q4	$30K	Buy	+925	New	+$31.8K	0.01%	184
2018 Q3	–	Sell	-139,572	Closed	-$5.52M	–	124
2018 Q2	$5.52M	Buy	139,572 +1,107	+0.8%	+$44.2K	2.17%	9
2018 Q1	$5.65M	Buy	138,465 +9,522	+7%	+$410K	2.28%	9
2017 Q4	$5.71M	Buy	128,943 +8,663	+7%	+$363K	2.41%	9
2017 Q3	$4.79M	Buy	120,280 +1,362	+1%	+$52.4K	2.23%	10
2017 Q2	$4.58M	Buy	118,918 +18,342	+18%	+$693K	2.27%	11
2017 Q1	$3.74M	Buy	100,576 +2,832	+3%	+$101K	2.12%	12
2016 Q4	$3.31M	Buy	+97,744	New	+$3.27M	2.18%	14
2016 Q1	–	Sell	-125,296	Closed	-$4.28M	–	101
2015 Q4	$4.28M	Buy	125,296 +28,871	+30%	+$1.03M	2.49%	6
2015 Q3	$3.3M	Buy	96,425 +13,902	+17%	+$510K	2.25%	8
2015 Q2	$3.02M	Buy	82,523 +8,821	+12%	+$319K	2.04%	14
2015 Q1	$2.72M	Buy	+73,702	New	+$2.61M	1.84%	17

Other funds holding XHB

Bank of America

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

JP Morgan Chase

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

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return