LMKC
XLY icon

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

L.M. Kohn & Company’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$416K Sell
3,474
-1,020
-23% -$117K 0.5% 60
2025
Q2 		$488K Sell
4,494
-250
-5% -$25.6K 0.13% 143
2025
Q1 		$468K Sell
4,744
-6
-0.1% -$651 0.12% 151
2024
Q4 		$533K Hold
4,750
– – 0.14% 135
2024
Q3 		$476K Hold
4,750
– – 0.12% 152
2024
Q2 		$433K Buy
4,750
+1,100
+30% +$97.7K 0.12% 153
2024
Q1 		$336K Hold
3,650
– – 0.09% 190
2023
Q4 		$326K Hold
3,650
– – 0.1% 170
2023
Q3 		$294K Hold
3,650
– – 0.11% 164
2023
Q2 		$310K Buy
+3,650
New +$279K 0.12% 163

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return