L.m. Kohn & Company’s Select Sector Spdr Tr Position
Does L.m. Kohn & Company own Select Sector Spdr Tr (XLV)? Yes — 7.9K shares worth $1M (+1.32% of its 13F portfolio) as of Q3 2025, up from 6.6K shares the prior filed quarter.
Position Value
$1M
Q3 2025
Shares
7.9K
% of Portfolio
+1.32%
Quarters Held
15
currently held
Position History XLV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 7.9K | $1M | +1.32% |
| Q2 2025 | 6.6K | $895,275 | +0.24% |
| Q1 2025 | 6.6K | $962,790 | +0.25% |
| Q4 2024 | 6.3K | $872,801 | +0.23% |
| Q3 2024 | 6.7K | $1M | +0.26% |
| Q2 2024 | 6.5K | $950,144 | +0.26% |
| Q1 2024 | 6.5K | $953,154 | +0.27% |
| Q4 2023 | 6.5K | $882,788 | +0.28% |
| Q3 2023 | 6.6K | $846,208 | +0.31% |
| Q2 2023 | 7.6K | $1M | +0.38% |
| Q1 2023 | 5.1K | $663,354 | +0.27% |
| Q4 2022 | 7.2K | $983,962 | +0.46% |
| Q3 2022 | 5.1K | $620,000 | +0.30% |
| Q2 2022 | 5.0K | $642,000 | +0.30% |
| Q1 2022 | 5.0K | $686,000 | +0.26% |
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 XLV.