SEC 13F Intelligence

L.m. Kohn & Company / XLK

L.m. Kohn & Company’s Select Sector Spdr Tr Position

Does L.m. Kohn & Company own Select Sector Spdr Tr (XLK)? Yes4.9K shares worth $1M (+1.68% of its 13F portfolio) as of Q3 2025, down from 5.6K shares the prior filed quarter.

Position Value
$1M
Q3 2025
Shares
4.9K
% of Portfolio
+1.68%
Quarters Held
15
currently held

Position History XLK

Reported value by quarter
Q1 ’22: $568,000Q1 ’22Q2 ’22: $459,000Q3 ’22: $409,000Q3 ’22Q4 ’22: $427,576Q1 ’23: $548,318Q1 ’23Q2 ’23: $1MQ3 ’23: $935,712Q3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $2MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20254.9K$1M+1.68%
Q2 20255.6K$1M+0.38%
Q1 20259.3K$2M+0.50%
Q4 202412.6K$3M+0.76%
Q3 202412.2K$3M+0.70%
Q2 20246.2K$1M+0.39%
Q1 20245.3K$1M+0.31%
Q4 20235.4K$1M+0.33%
Q3 20235.7K$935,712+0.34%
Q2 20235.8K$1M+0.38%
Q1 20233.6K$548,318+0.23%
Q4 20223.4K$427,576+0.20%
Q3 20223.4K$409,000+0.20%
Q2 20223.6K$459,000+0.21%
Q1 20223.6K$568,000+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See L.m. Kohn & Company’s full portfolio or all institutional holders of XLK.