Ownership history in Karpus Management, Inc. Β· 4 quarters on record
This page tracks every 13F SEC filing in which Karpus Management, Inc. reported a position in FINANCIAL SELECT SECTOR SPDR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Karpus Management, Inc. underperformed the S&P 500 by β3.3% annually on this XLF position. Timing score: 100% (3/3 decisions correct). Average cost basis: $48.38. Maximum drawdown during holding period: β0.0%.
β οΈ Trailed SPY by 3.3% ann. on this position.
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $47.42 (2024 Q4) Β· Worst: $51.75 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Karpus Management, Inc. has been actively increasing its XLF allocation β a bullish signal from insiders.
Currently 0.68% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size