Karp Capital Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-71,206	Closed	-$4.75M	–	116
2022 Q3	$4.75M	Sell	71,206 -15,415	-18%	-$1.13M	0.97%	41
2022 Q2	$6.25M	Buy	86,621 +4,252	+5%	+$319K	1.11%	32
2022 Q1	$6.25M	Buy	82,369 +75,124	+1,037%	+$5.66M	0.91%	46
2021 Q4	$559K	Sell	7,245 -141,917	-95%	-$10.3M	0.07%	105
2021 Q3	$10.3M	Sell	149,162 -8,934	-6%	-$637K	1.45%	22
2021 Q2	$11.1M	Sell	158,096 -740	-0.5%	-$51.8K	1.64%	16
2021 Q1	$10.8M	Buy	158,836 +9,972	+7%	+$656K	1.96%	14
2020 Q4	$10M	Sell	148,864 -7,821	-5%	-$517K	2.07%	16
2020 Q3	$10M	Buy	156,685 +49,663	+46%	+$3.14M	2.46%	11
2020 Q2	$6.28M	Buy	+107,022	New	+$6.25M	1.74%	20
2020 Q1	–	Sell	-4,100	Closed	-$258K	–	113
2019 Q4	$258K	Buy	4,100 +250	+6%	+$15.4K	0.07%	97
2019 Q3	$236K	Buy	3,850 +250	+7%	+$15K	0.07%	98
2019 Q2	$209K	Buy	+3,600	New	+$206K	0.07%	101
2019 Q1	–	Sell	-2,327	Closed	-$118K	–	388
2018 Q4	$118K	Buy	+2,327	New	+$126K	0.06%	106
2018 Q1	–	Sell	-3,875	Closed	-$220K	–	128
2017 Q4	$220K	Sell	3,875 -112,978	-97%	-$6.21M	0.09%	111
2017 Q3	$6.31M	Sell	116,853 -93	-0.1%	-$5.11K	2.93%	4
2017 Q2	$6.42M	Sell	116,946 -2,125	-2%	-$118K	3.18%	2
2017 Q1	$6.5M	Buy	119,071 +4,837	+4%	+$260K	3.67%	1
2016 Q4	$5.91M	Sell	114,234 -4,543	-4%	-$235K	3.9%	1
2016 Q3	$6.32M	Sell	118,777 -4,990	-4%	-$272K	4.04%	1
2016 Q2	$6.83M	Buy	123,767 +12,568	+11%	+$669K	4.54%	1
2016 Q1	$5.9M	Sell	111,199 -14,088	-11%	-$716K	4.07%	1
2015 Q4	$6.33M	Buy	125,287 +21,877	+21%	+$1.09M	3.68%	1
2015 Q3	$4.88M	Buy	103,410 +9,160	+10%	+$445K	3.33%	2
2015 Q2	$4.49M	Sell	94,250 -23	-0%	-$1.12K	3.03%	3
2015 Q1	$4.59M	Buy	94,273 +1,098	+1%	+$53.9K	3.11%	2
2014 Q4	$4.52M	Buy	+93,175	New	+$4.41M	3.29%	3

Other funds holding XLP

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

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

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

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

Karp Capital Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 71,206 shares — an estimated $4.75M sold.

Karp Capital Management first reported a position in XLP in Q4 2014 and held it in 27 quarters. The position peaked at $11.1M in Q2 2021. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

Karp Capital Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 71,206 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $4.75M.
Karp Capital Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2014 and held it in 27 quarters.
Karp Capital Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.1M in Q2 2021.
1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

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