Karp Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-6,305	Closed	-$551K	–	157
2022 Q2	$551K	Sell	6,305 -80,057	-93%	-$7.55M	0.1%	104
2022 Q1	$8.89M	Buy	86,362 +16,617	+24%	+$1.69M	1.29%	29
2021 Q4	$7.38M	Buy	69,745 +10,321	+17%	+$1.07M	0.93%	41
2021 Q3	$5.81M	Buy	59,424 +12,116	+26%	+$1.24M	0.82%	47
2021 Q2	$4.84M	Buy	+47,308	New	+$4.85M	0.72%	53
2019 Q1	–	Sell	-385	Closed	-$25K	–	387
2018 Q4	$25K	Sell	385 -16,875	-98%	-$1.2M	0.01%	196
2018 Q3	$1.35M	Sell	17,260 -1,515	-8%	-$115K	0.47%	73
2018 Q2	$1.34M	Buy	18,775 +385	+2%	+$28.6K	0.53%	64
2018 Q1	$1.37M	Buy	18,390 +2,280	+14%	+$176K	0.55%	63
2017 Q4	$1.22M	Buy	16,110 +3,220	+25%	+$234K	0.52%	62
2017 Q3	$915K	Buy	12,890 +9,957	+339%	+$685K	0.43%	70
2017 Q2	$200K	Buy	+2,933	New	+$196K	0.1%	103
2017 Q1	–	Sell	-24,400	Closed	-$1.52M	–	90
2016 Q4	$1.52M	Buy	24,400 +1,742	+8%	+$105K	1%	46
2016 Q3	$1.32M	Buy	+22,658	New	+$1.32M	0.85%	51
2015 Q3	–	Sell	-62,890	Closed	-$3.4M	–	396
2015 Q2	$3.4M	Sell	62,890 -1,300	-2%	-$72.9K	2.29%	12
2015 Q1	$3.58M	Sell	64,190 -1,570	-2%	-$88.4K	2.43%	9
2014 Q4	$3.72M	Buy	+65,760	New	+$3.61M	2.71%	5

Other funds holding XLI

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Karp Capital Management's XLI Position: Q3 2022 in Review

Karp Capital Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q3 2022, closing a stake of 6,305 shares — an estimated $551K sold.

Karp Capital Management first reported a position in XLI in Q4 2014 and held it in 17 quarters. The position peaked at $8.89M in Q1 2022. 934 funds tracked by Wall St. Rank hold XLI as of Q3 2022.

Karp Capital Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 6,305 State Street Industrial Select Sector SPDR ETF shares in Q3 2022, an estimated $551K.
Karp Capital Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2014 and held it in 17 quarters.
Karp Capital Management's State Street Industrial Select Sector SPDR ETF position peaked at $8.89M in Q1 2022.
934 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.