LMKC
XLK icon

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

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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

L.M. Kohn & Company's XLK Position: Q3 2025 in Review

L.M. Kohn & Company reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 11% in Q3 2025, selling an estimated $162K and leaving 9,890 shares worth $1.39M. The position accounts for 1.68% of the portfolio, ranked #12.

L.M. Kohn & Company first reported a position in XLK in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q4 2024. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • L.M. Kohn & Company held 9,890 shares of State Street Technology Select Sector SPDR ETF worth $1.39M as of Q3 2025.
  • L.M. Kohn & Company sold 1,224 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $162K.
  • State Street Technology Select Sector SPDR ETF made up 1.68% of L.M. Kohn & Company's portfolio in Q3 2025, its #12 holding.
  • L.M. Kohn & Company first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's State Street Technology Select Sector SPDR ETF position peaked at $2.93M in Q4 2024.
  • 2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.