LMKC
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L.M. Kohn & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

L.M. Kohn & Company’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$696K Sell
15,582
-674
-4% -$29.5K 0.84% 35
2025
Q2 		$689K Sell
16,256
-234
-1% -$9.75K 0.19% 107
2025
Q1 		$770K Buy
16,490
+716
+5% +$32.3K 0.2% 106
2024
Q4 		$676K Sell
15,774
-2,328
-13% -$106K 0.17% 115
2024
Q3 		$795K Sell
18,102
-1,440
-7% -$64.4K 0.2% 108
2024
Q2 		$891K Sell
19,542
-2,878
-13% -$134K 0.24% 83
2024
Q1 		$1.06M Buy
22,420
+5,016
+29% +$215K 0.3% 66
2023
Q4 		$730K Sell
17,404
-9,692
-36% -$414K 0.23% 90
2023
Q3 		$1.22M Buy
27,096
+10,992
+68% +$481K 0.45% 47
2023
Q2 		$654K Buy
16,104
+1,200
+8% +$48.9K 0.25% 94
2023
Q1 		$617K Buy
14,904
+32
+0.2% +$1.37K 0.26% 90
2022
Q4 		$650K Sell
14,872
-8,942
-38% -$389K 0.3% 79
2022
Q3 		$857K Buy
23,814
+7,190
+43% +$272K 0.42% 57
2022
Q2 		$595K Sell
16,624
-8,702
-34% -$349K 0.28% 87
2022
Q1 		$968K Buy
+25,326
New +$877K 0.37% 63

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

L.M. Kohn & Company's XLE Position: Q3 2025 in Review

L.M. Kohn & Company reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.1% in Q3 2025, selling an estimated $29.5K and leaving 15,582 shares worth $696K. The position accounts for 0.84% of the portfolio, ranked #35.

L.M. Kohn & Company first reported a position in XLE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2023. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

  • L.M. Kohn & Company held 15,582 shares of State Street Energy Select Sector SPDR ETF worth $696K as of Q3 2025.
  • L.M. Kohn & Company sold 674 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $29.5K.
  • State Street Energy Select Sector SPDR ETF made up 0.84% of L.M. Kohn & Company's portfolio in Q3 2025, its #35 holding.
  • L.M. Kohn & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's State Street Energy Select Sector SPDR ETF position peaked at $1.22M in Q3 2023.
  • 1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.