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

L.M. Kohn & Company’s Portfolio XLF Stock Details XLF Fund Activity

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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.