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 Q2	$21.8M	Buy	405,788 +1	+0%	+$52	0.63%	37
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Karpus Investment Management's XLF Position: Q2 2026 in Review

Karpus Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0% in Q2 2026, buying an estimated $52 and bringing the position to 405,788 shares worth $21.8M. The position accounts for 0.63% of the portfolio, ranked #37.

Karpus Investment Management first reported a position in XLF in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.9M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Karpus Investment Management held 405,788 shares of State Street Financial Select Sector SPDR ETF worth $21.8M as of Q2 2026.
Karpus Investment Management bought 1 State Street Financial Select Sector SPDR ETF share in Q2 2026, an estimated $52.
State Street Financial Select Sector SPDR ETF made up 0.63% of Karpus Investment Management's portfolio in Q2 2026, its #37 holding.
Karpus Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Karpus Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $21.9M in Q4 2025.
1,902 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.