Energy Select Sector SPDR shares owned by L.m. Kohn & Company
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by L.m. Kohn & Company
from 13F filings
Historical chart of L.m. Kohn & Company investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by L.m. Kohn & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 7.8k | 89.34 |
| 2025-06-30 | $689k | 8.1k | 84.81 |
| 2025-03-31 | $771k | 8.2k | 93.45 |
| 2024-12-31 | $676k | 7.9k | 85.66 |
| 2024-09-30 | $795k | 9.1k | 87.80 |
| 2024-06-30 | $891k | 9.8k | 91.15 |
| 2024-03-31 | $1.1M | 11k | 94.41 |
| 2023-12-31 | $730k | 8.7k | 83.84 |
| 2023-09-30 | $1.2M | 14k | 90.39 |
| 2023-06-30 | $654k | 8.1k | 81.17 |
| 2023-03-31 | $617k | 7.5k | 82.83 |
| 2022-12-31 | $650k | 7.4k | 87.47 |
| 2022-09-30 | $857k | 12k | 71.97 |
| 2022-06-30 | $595k | 8.3k | 71.58 |
| 2022-03-31 | $968k | 13k | 76.44 |