L.m. Kohn & Company’s Select Sector Spdr Tr Position
Does L.m. Kohn & Company own Select Sector Spdr Tr (XLU)? Yes — 12.6K shares worth $1M (+1.32% of its 13F portfolio) as of Q3 2025, up from 12.2K shares the prior filed quarter.
Position Value
$1M
Q3 2025
Shares
12.6K
% of Portfolio
+1.32%
Quarters Held
15
currently held
Position History XLU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 12.6K | $1M | +1.32% |
| Q2 2025 | 12.2K | $995,491 | +0.27% |
| Q1 2025 | 12.2K | $961,088 | +0.25% |
| Q4 2024 | 11.4K | $863,234 | +0.22% |
| Q3 2024 | 18.5K | $1M | +0.38% |
| Q2 2024 | 21.3K | $1M | +0.39% |
| Q1 2024 | 12.0K | $789,475 | +0.22% |
| Q4 2023 | 17.0K | $1M | +0.34% |
| Q3 2023 | 12.5K | $736,491 | +0.27% |
| Q2 2023 | 11.5K | $752,298 | +0.28% |
| Q1 2023 | 11.5K | $778,049 | +0.32% |
| Q4 2022 | 12.3K | $868,891 | +0.41% |
| Q3 2022 | 11.9K | $778,000 | +0.38% |
| Q2 2022 | 11.9K | $838,000 | +0.39% |
| Q1 2022 | 11.3K | $845,000 | +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 XLU.