LMKC
XLU icon

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

L.M. Kohn & Company’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.1M Buy
25,130
+748
+3% +$31.6K 1.32% 19
2025
Q2 		$995K Buy
24,382
+4
+0% +$159 0.27% 73
2025
Q1 		$961K Buy
24,378
+1,568
+7% +$61.3K 0.25% 82
2024
Q4 		$863K Sell
22,810
-14,202
-38% -$564K 0.22% 87
2024
Q3 		$1.49M Sell
37,012
-5,604
-13% -$208K 0.38% 52
2024
Q2 		$1.45M Buy
42,616
+18,564
+77% +$638K 0.39% 47
2024
Q1 		$789K Sell
24,052
-10,012
-29% -$313K 0.22% 98
2023
Q4 		$1.08M Buy
34,064
+9,068
+36% +$277K 0.34% 58
2023
Q3 		$736K Buy
24,996
+2,004
+9% +$64.6K 0.27% 83
2023
Q2 		$752K Buy
22,992
+2
+0% +$67 0.28% 81
2023
Q1 		$778K Sell
22,990
-1,660
-7% -$56.3K 0.32% 69
2022
Q4 		$869K Buy
24,650
+902
+4% +$30.7K 0.41% 64
2022
Q3 		$778K Sell
23,748
-130
-0.5% -$4.76K 0.38% 63
2022
Q2 		$838K Buy
23,878
+1,200
+5% +$43.4K 0.39% 65
2022
Q1 		$845K Buy
+22,678
New +$786K 0.33% 74

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

L.M. Kohn & Company increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.1% in Q3 2025, buying an estimated $31.6K and bringing the position to 25,130 shares worth $1.1M. The position accounts for 1.32% of the portfolio, ranked #19.

L.M. Kohn & Company first reported a position in XLU in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • L.M. Kohn & Company held 25,130 shares of State Street Utilities Select Sector SPDR ETF worth $1.1M as of Q3 2025.
  • L.M. Kohn & Company bought 748 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $31.6K.
  • State Street Utilities Select Sector SPDR ETF made up 1.32% of L.M. Kohn & Company's portfolio in Q3 2025, its #19 holding.
  • L.M. Kohn & Company first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's State Street Utilities Select Sector SPDR ETF position peaked at $1.49M in Q3 2024.
  • 1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

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