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Financial Select Sector SPDR shares owned by Karpus Investment Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Karpus Investment Management from 13F filings

Historical chart of Karpus Investment Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Karpus Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Karpus Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 398k 53.87
2025-06-30 $21M 399k 52.37
2025-03-31 $19M 374k 49.81
2024-12-31 $9.8M 203k 48.33

More positions owned by Karpus Investment Management

Vanguard Index Fds S&p 500 Etf Sh S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fd Inc Long Term Bond Long Term Bond (BLV)
Blackrock 2030 Municipal Target Term Trust Com Shs Ben In (BTT)
Nuveen Ins Ny Tx Fr Adv Mun (NRK)
BlackRock MuniHoldings Fund (MHD)
Vanguard Index Fds Small Cp Etf Small Cp Etf (VB)
Ishares Core S&p500 Etf Core S&p500 Etf (IVV)
Angel Oak Financial Strategies Income Term Trust Com Ben Int (FINS)
Vanguard Intl Equity Index Fd Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)
Western Asset Clym Infl Sec In Com Sh Ben Int Com Sh Ben Int (WIA)
Aa Mission Acq Crp; Tnt Acq Dt: 8/1/2026; Cash: $10.05 Ord Shs Cl A (AAM)
BlackRock MuniVest Fund (MVF)
Eaton Vance Municipal Bond Fund (EIM)
Vanguard Intl Equity Index Fd Allwrld Ex Us Allwrld Ex Us (VEU)
Blackrock MuniHoldings CA Insrd Fnd (MUC)

View all positions for Karpus Investment Management

Top funds holding Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR