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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$878K	Sell	11,198 -75	-0.7%	-$6.06K	1.05%	28
2025 Q2	$913K	Buy	11,273 +241	+2%	+$19.6K	0.25%	80
2025 Q1	$901K	Buy	11,032 +51	+0.5%	+$4.07K	0.24%	90
2024 Q4	$863K	Sell	10,981 -5,977	-35%	-$485K	0.22%	88
2024 Q3	$1.41M	Buy	16,958 +6,267	+59%	+$503K	0.36%	56
2024 Q2	$819K	Sell	10,691 -704	-6%	-$53.7K	0.22%	94
2024 Q1	$870K	Buy	11,395 +26	+0.2%	+$1.92K	0.24%	88
2023 Q4	$819K	Sell	11,369 -56	-0.5%	-$3.88K	0.26%	81
2023 Q3	$786K	Hold	11,425	–	–	0.29%	76
2023 Q2	$847K	Buy	11,425 +180	+2%	+$13.5K	0.32%	77
2023 Q1	$840K	Sell	11,245 -8,018	-42%	-$587K	0.35%	65
2022 Q4	$1.44M	Buy	19,263 +7,654	+66%	+$558K	0.67%	31
2022 Q3	$775K	Buy	11,609 +210	+2%	+$15.4K	0.38%	65
2022 Q2	$823K	Hold	11,399	–	–	0.38%	66
2022 Q1	$866K	Buy	+11,399	New	+$859K	0.33%	72

Other funds holding XLP

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

L.M. Kohn & Company reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.67% in Q3 2025, selling an estimated $6.06K and leaving 11,198 shares worth $878K. The position accounts for 1.05% of the portfolio, ranked #28.

L.M. Kohn & Company first reported a position in XLP in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2022. 1,162 funds tracked by Wall St. Rank hold XLP as of Q3 2025.

L.M. Kohn & Company held 11,198 shares of State Street Consumer Staples Select Sector SPDR ETF worth $878K as of Q3 2025.
L.M. Kohn & Company sold 75 State Street Consumer Staples Select Sector SPDR ETF shares in Q3 2025, an estimated $6.06K.
State Street Consumer Staples Select Sector SPDR ETF made up 1.05% of L.M. Kohn & Company's portfolio in Q3 2025, its #28 holding.
L.M. Kohn & Company first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
L.M. Kohn & Company's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.44M in Q4 2022.
1,162 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q3 2025.

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