Financial Select Sector SPDR shares owned by L.m. Kohn & Company
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by L.m. Kohn & Company
from 13F filings
Historical chart of L.m. Kohn & Company investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial 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 Financial Select Sector SPDR by L.m. Kohn & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 6.7k | 53.87 |
| 2025-06-30 | $668k | 13k | 52.37 |
| 2025-03-31 | $642k | 13k | 49.81 |
| 2024-12-31 | $1.2M | 24k | 48.33 |
| 2024-09-30 | $655k | 15k | 45.32 |
| 2024-06-30 | $595k | 15k | 41.11 |
| 2024-03-31 | $596k | 14k | 42.12 |
| 2023-12-31 | $557k | 15k | 37.60 |
| 2023-09-30 | $491k | 15k | 33.17 |
| 2023-06-30 | $499k | 15k | 33.71 |
| 2023-03-31 | $476k | 15k | 32.15 |
| 2022-12-31 | $534k | 16k | 34.20 |
| 2022-09-30 | $474k | 16k | 30.38 |
| 2022-06-30 | $532k | 17k | 31.49 |
| 2022-03-31 | $624k | 16k | 38.36 |