Karp Capital Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,170	Closed	-$248K	–	115
2022 Q3	$248K	Sell	4,170 -30,714	-88%	-$2.1M	0.05%	111
2022 Q2	$2.22M	Buy	34,884 +30,642	+722%	+$2.13M	0.39%	77
2022 Q1	$337K	Sell	4,242 -2,448	-37%	-$192K	0.05%	112
2021 Q4	$582K	Sell	6,690 -240	-3%	-$19.8K	0.07%	101
2021 Q3	$517K	Buy	6,930 +128	+2%	+$9.88K	0.07%	118
2021 Q2	$502K	Hold	6,802	–	–	0.07%	119
2021 Q1	$452K	Sell	6,802 -528	-7%	-$34.9K	0.08%	103
2020 Q4	$477K	Buy	7,330 +1,232	+20%	+$75K	0.1%	95
2020 Q3	$356K	Sell	6,098 -3,570	-37%	-$202K	0.09%	80
2020 Q2	$505K	Sell	9,668 -6,346	-40%	-$299K	0.14%	67
2020 Q1	$644K	Sell	16,014 -640	-4%	-$29.2K	0.21%	70
2019 Q4	$763K	Sell	16,654 -486	-3%	-$20.8K	0.2%	81
2019 Q3	$690K	Sell	17,140 -310	-2%	-$12.4K	0.2%	80
2019 Q2	$681K	Sell	17,450 -520	-3%	-$19.8K	0.22%	80
2019 Q1	$665K	Buy	17,970 +2,170	+14%	+$74.2K	0.24%	83
2018 Q4	$490K	Buy	15,800 +364	+2%	+$12.3K	0.23%	78
2018 Q3	$582K	Sell	15,436 -754	-5%	-$27.7K	0.2%	95
2018 Q2	$562K	Buy	16,190 +2,610	+19%	+$89.5K	0.22%	89
2018 Q1	$444K	Buy	13,580 +1,010	+8%	+$33.9K	0.18%	95
2017 Q4	$402K	Buy	12,570 +3,150	+33%	+$98.8K	0.17%	100
2017 Q3	$278K	Buy	9,420 +520	+6%	+$15K	0.13%	99
2017 Q2	$244K	Buy	+8,900	New	+$245K	0.12%	96
2015 Q4	–	Sell	-2,010	Closed	-$40K	–	292
2015 Q3	$40K	Hold	2,010	–	–	0.03%	188
2015 Q2	$42K	Hold	2,010	–	–	0.03%	184
2015 Q1	$42K	Buy	+2,010	New	+$41.9K	0.03%	184

Other funds holding XLK

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Karp Capital Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 4,170 shares — an estimated $248K sold.

Karp Capital Management first reported a position in XLK in Q1 2015 and held it in 25 quarters. The position peaked at $2.22M in Q2 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

Karp Capital Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 4,170 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $248K.
Karp Capital Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and held it in 25 quarters.
Karp Capital Management's State Street Technology Select Sector SPDR ETF position peaked at $2.22M in Q2 2022.
1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

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