Karp Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,262	Closed	-$1.36M	–	118
2022 Q3	$1.36M	Buy	11,262 +137	+1%	+$17.6K	0.28%	68
2022 Q2	$1.43M	Buy	+11,125	New	+$1.46M	0.25%	86
2017 Q3	–	Sell	-38,206	Closed	-$3.03M	–	120
2017 Q2	$3.03M	Buy	38,206 +29,031	+316%	+$2.21M	1.5%	23
2017 Q1	$682K	Sell	9,175 -9	-0.1%	-$656	0.39%	63
2016 Q4	$633K	Sell	9,184 -179	-2%	-$12.4K	0.42%	59
2016 Q3	$675K	Sell	9,363 -273	-3%	-$20.1K	0.43%	61
2016 Q2	$691K	Sell	9,636 -2,309	-19%	-$163K	0.46%	57
2016 Q1	$810K	Sell	11,945 -449	-4%	-$30.1K	0.56%	57
2015 Q4	$893K	Sell	12,394 -1,498	-11%	-$106K	0.52%	63
2015 Q3	$920K	Buy	13,892 +1,901	+16%	+$139K	0.63%	49
2015 Q2	$892K	Buy	11,991 +1,316	+12%	+$97.5K	0.6%	51
2015 Q1	$774K	Buy	10,675 +275	+3%	+$19.6K	0.52%	53
2014 Q4	$711K	Buy	+10,400	New	+$696K	0.52%	56

Other funds holding XLV

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

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

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

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

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

AWA

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

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

RJA

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

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

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

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

Karp Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022, closing a stake of 11,262 shares — an estimated $1.36M sold.

Karp Capital Management first reported a position in XLV in Q4 2014 and held it in 13 quarters. The position peaked at $3.03M in Q2 2017. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Karp Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 11,262 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $1.36M.
Karp Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and held it in 13 quarters.
Karp Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.03M in Q2 2017.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

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