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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Sell
9,890
-1,224
-11% -$162K 1.68% 12
2025
Q2
$1.41M Sell
11,114
-7,468
-40% -$829K 0.38% 46
2025
Q1
$1.92M Sell
18,582
-6,616
-26% -$750K 0.5% 37
2024
Q4
$2.93M Buy
25,198
+744
+3% +$86.6K 0.76% 22
2024
Q3
$2.76M Buy
24,454
+11,968
+96% +$1.31M 0.7% 24
2024
Q2
$1.43M Buy
12,486
+1,854
+17% +$195K 0.39% 49
2024
Q1
$1.11M Sell
10,632
-90
-0.8% -$9.1K 0.31% 61
2023
Q4
$1.03M Sell
10,722
-694
-6% -$61.8K 0.33% 61
2023
Q3
$936K Sell
11,416
-156
-1% -$13.4K 0.34% 63
2023
Q2
$1.01M Buy
11,572
+4,310
+59% +$340K 0.38% 61
2023
Q1
$548K Buy
7,262
+390
+6% +$26.8K 0.23% 104
2022
Q4
$428K Sell
6,872
-8
-0.1% -$508 0.2% 123
2022
Q3
$409K Sell
6,880
-328
-5% -$22.4K 0.2% 125
2022
Q2
$459K Buy
7,208
+64
+0.9% +$4.46K 0.21% 117
2022
Q1
$568K Buy
+7,144
New +$561K 0.22% 114

Other funds holding XLK