L.M. Kohn & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
L.M. Kohn & Company's XLF Position: Q3 2025 in Review
L.M. Kohn & Company reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 48% in Q3 2025, selling an estimated $323K and leaving 6,660 shares worth $359K. The position accounts for 0.43% of the portfolio, ranked #71.
L.M. Kohn & Company first reported a position in XLF in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q4 2024. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.
- L.M. Kohn & Company held 6,660 shares of State Street Financial Select Sector SPDR ETF worth $359K as of Q3 2025.
- L.M. Kohn & Company sold 6,101 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $323K.
- State Street Financial Select Sector SPDR ETF made up 0.43% of L.M. Kohn & Company's portfolio in Q3 2025, its #71 holding.
- L.M. Kohn & Company first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
- L.M. Kohn & Company's State Street Financial Select Sector SPDR ETF position peaked at $1.17M in Q4 2024.
- 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.
Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.