SEC 13F Intelligence

Karpus Management, Inc. / XLF

Karpus Management, Inc.’s Select Sector Spdr Tr Position

Does Karpus Management, Inc. own Select Sector Spdr Tr (XLF)? Yes — 405.8K shares worth $20M (+0.63% of its 13F portfolio) as of Q1 2026, up from 399.8K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
405.8K
% of Portfolio
+0.63%
Quarters Held
6
currently held

Position History XLF

Reported value by quarter
Q4 ’24: $10MQ4 ’24Q1 ’25: $19MQ1 ’25Q2 ’25: $21MQ2 ’25Q3 ’25: $21MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026405.8K$20M+0.63%
Q4 2025399.8K$22M+0.67%
Q3 2025398.2K$21M+0.68%
Q2 2025398.6K$21M+0.67%
Q1 2025374.2K$19M+0.60%
Q4 2024203.1K$10M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Karpus Management, Inc.’s full portfolio or all institutional holders of XLF.