L.M. Kohn & Company’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Sell
6,660
-6,101
-48% -$323K 0.43% 71
2025
Q2
$668K Sell
12,761
-137
-1% -$6.78K 0.18% 109
2025
Q1
$642K Sell
12,898
-11,220
-47% -$563K 0.17% 127
2024
Q4
$1.17M Buy
24,118
+9,658
+67% +$467K 0.3% 61
2024
Q3
$655K Sell
14,460
-22
-0.2% -$960 0.17% 123
2024
Q2
$595K Buy
14,482
+328
+2% +$13.5K 0.16% 131
2024
Q1
$596K Sell
14,154
-650
-4% -$25.7K 0.17% 130
2023
Q4
$557K Hold
14,804
0.18% 119
2023
Q3
$491K Hold
14,804
0.18% 119
2023
Q2
$499K Hold
14,804
0.19% 120
2023
Q1
$476K Sell
14,804
-800
-5% -$27.8K 0.2% 117
2022
Q4
$534K Hold
15,604
0.25% 97
2022
Q3
$474K Sell
15,604
-1,292
-8% -$42.7K 0.23% 103
2022
Q2
$532K Buy
16,896
+629
+4% +$21.7K 0.25% 99
2022
Q1
$624K Buy
+16,267
New +$636K 0.24% 104

Other funds holding XLF