Karp Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,910	Closed	-$750K	–	158
2022 Q2	$750K	Buy	+10,910	New	+$860K	0.13%	96
2019 Q1	–	Sell	-980	Closed	-$49K	–	390
2018 Q4	$49K	Buy	+980	New	+$51.8K	0.02%	140
2018 Q3	–	Sell	-4,690	Closed	-$256K	–	125
2018 Q2	$256K	Buy	+4,690	New	+$248K	0.1%	107
2017 Q3	–	Sell	-150,942	Closed	-$6.76M	–	121
2017 Q2	$6.76M	Buy	150,942 +13,338	+10%	+$597K	3.35%	1
2017 Q1	$6.05M	Buy	137,604 +14,144	+11%	+$606K	3.42%	2
2016 Q4	$5.03M	Sell	123,460 -134	-0.1%	-$5.41K	3.31%	3
2016 Q3	$4.95M	Sell	123,594 -1,414	-1%	-$57K	3.16%	4
2016 Q2	$4.88M	Buy	125,008 +8,846	+8%	+$348K	3.24%	4
2016 Q1	$4.59M	Sell	116,162 -17,276	-13%	-$644K	3.17%	2
2015 Q4	$5.21M	Buy	133,438 +29,804	+29%	+$1.18M	3.03%	2
2015 Q3	$3.85M	Buy	103,634 +3,634	+4%	+$140K	2.63%	4
2015 Q2	$3.82M	Buy	100,000 +15,712	+19%	+$601K	2.58%	8
2015 Q1	$3.18M	Buy	84,288 +3,284	+4%	+$121K	2.15%	12
2014 Q4	$2.92M	Buy	+81,004	New	+$2.78M	2.13%	11

Other funds holding XLY

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

Karp Capital Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2022, closing a stake of 10,910 shares — an estimated $750K sold.

Karp Capital Management first reported a position in XLY in Q4 2014 and held it in 14 quarters. The position peaked at $6.76M in Q2 2017. 946 funds tracked by Wall St. Rank hold XLY as of Q3 2022.

Karp Capital Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 10,910 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2022, an estimated $750K.
Karp Capital Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 14 quarters.
Karp Capital Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.76M in Q2 2017.
946 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2022.

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