SEC 13F Intelligence

L.m. Kohn & Company / XLP

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

Does L.m. Kohn & Company own Select Sector Spdr Tr (XLP)? Yes — 11.2K shares worth $877,579 (+1.05% of its 13F portfolio) as of Q3 2025, down from 11.3K shares the prior filed quarter.

Position Value
$877,579
Q3 2025
Shares
11.2K
% of Portfolio
+1.05%
Quarters Held
15
currently held

Position History XLP

Reported value by quarter
Q1 ’22: $866,000Q1 ’22Q2 ’22: $823,000Q3 ’22: $775,000Q3 ’22Q4 ’22: $1MQ1 ’23: $840,050Q1 ’23Q2 ’23: $847,379Q3 ’23: $786,187Q3 ’23Q4 ’23: $818,925Q1 ’24: $870,117Q1 ’24Q2 ’24: $818,707Q3 ’24: $1MQ3 ’24Q4 ’24: $863,214Q1 ’25: $900,943Q1 ’25Q2 ’25: $912,793Q3 ’25: $877,579Q3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202511.2K$877,579+1.05%
Q2 202511.3K$912,793+0.25%
Q1 202511.0K$900,943+0.24%
Q4 202411.0K$863,214+0.22%
Q3 202417.0K$1M+0.36%
Q2 202410.7K$818,707+0.22%
Q1 202411.4K$870,117+0.24%
Q4 202311.4K$818,925+0.26%
Q3 202311.4K$786,187+0.29%
Q2 202311.4K$847,379+0.32%
Q1 202311.2K$840,050+0.35%
Q4 202219.3K$1M+0.67%
Q3 202211.6K$775,000+0.38%
Q2 202211.4K$823,000+0.38%
Q1 202211.4K$866,000+0.33%

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 XLP.