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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,602	Closed	-$210K	–	309
2025 Q1	$210K	Buy	1,602 +2	+0.1%	+$270	0.05%	256
2024 Q4	$211K	Buy	1,600 +67	+4%	+$9.24K	0.05%	243
2024 Q3	$208K	Buy	+1,533	New	+$195K	0.05%	264

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

L.M. Kohn & Company's XLI Position: Q2 2025 in Review

L.M. Kohn & Company sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2025, closing a stake of 1,602 shares — an estimated $210K sold.

L.M. Kohn & Company first reported a position in XLI in Q3 2024 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 1,389 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

L.M. Kohn & Company reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 1,602 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $210K.
L.M. Kohn & Company first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2024 and held it in 3 quarters.
L.M. Kohn & Company's State Street Industrial Select Sector SPDR ETF position peaked at $211K in Q4 2024.
1,389 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.