L.M. Kohn & Company’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$878K Sell
2025
Q2
$913K Buy
2025
Q1
$901K Buy
2024
Q4
$863K Sell
2024
Q3
$1.41M Buy
2024
Q2
$819K Sell
2024
Q1
$870K Buy
2023
Q4
$819K Sell
2023
Q3
$786K Hold
2023
Q2
$847K Buy
2023
Q1
$840K Sell
2022
Q4
$1.44M Buy
2022
Q3
$775K Buy
2022
Q2
$823K Hold
2022
Q1
$866K Buy