L.M. Kohn & Company’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
L.M. Kohn & Company's XLY Position: Q3 2025 in Review
L.M. Kohn & Company reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 23% in Q3 2025, selling an estimated $117K and leaving 3,474 shares worth $416K. The position accounts for 0.5% of the portfolio, ranked #60.
L.M. Kohn & Company first reported a position in XLY in Q2 2023 and has held it in 10 quarters since. The position peaked at $533K in Q4 2024. 1,275 funds tracked by Wall St. Rank hold XLY as of Q3 2025.
- L.M. Kohn & Company held 3,474 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $416K as of Q3 2025.
- L.M. Kohn & Company sold 1,020 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2025, an estimated $117K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.5% of L.M. Kohn & Company's portfolio in Q3 2025, its #60 holding.
- L.M. Kohn & Company first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2023 and has held it in 10 quarters since.
- L.M. Kohn & Company's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $533K in Q4 2024.
- 1,275 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.
Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.