Karpus Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Karpus Investment Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20M	Buy	405,787 +6,017	+2%	+$314K	0.63%	40
2025 Q4	$21.9M	Buy	399,770 +1,558	+0.4%	+$83K	0.67%	42
2025 Q3	$21.5M	Sell	398,212 -386	-0.1%	-$20.5K	0.68%	42
2025 Q2	$20.9M	Buy	398,598 +24,398	+7%	+$1.21M	0.67%	39
2025 Q1	$18.6M	Buy	374,200 +171,125	+84%	+$8.58M	0.6%	48
2024 Q4	$9.81M	Buy	+203,075	New	+$9.82M	0.29%	85

Other funds holding XLF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Karpus Investment Management's XLF Position: Q1 2026 in Review

Karpus Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.5% in Q1 2026, buying an estimated $314K and bringing the position to 405,787 shares worth $20M. The position accounts for 0.63% of the portfolio, ranked #40.

Karpus Investment Management first reported a position in XLF in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.9M in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Karpus Investment Management held 405,787 shares of State Street Financial Select Sector SPDR ETF worth $20M as of Q1 2026.
Karpus Investment Management bought 6,017 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
State Street Financial Select Sector SPDR ETF made up 0.63% of Karpus Investment Management's portfolio in Q1 2026, its #40 holding.
Karpus Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Karpus Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $21.9M in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.