L.M. Kohn & Company Utilities Sector Spdr Transaction History

L.M. Kohn & Company

$80.6 Million
Q3 2025

A detailed history of L.M. Kohn & Company transactions in Utilities Sector Spdr stock. As of the latest transaction made, L.M. Kohn & Company holds 12,565 shares of XLU stock, worth $1.12 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

12,565

Previous 12,191 3.07%

Holding current value

$1.12 Million

Previous $995,000 10.05%

% of portfolio

1.36%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$81.14 - $87.32 $30,346 - $32,657	374 Added 3.07%	12,565 $1.1 Million
Q2 2025 Aug 01, 2025	BUY	$73.09 - $82.77 $146 - $165	2 Added 0.02%	12,191 $995,000
Q1 2025 Apr 21, 2025	BUY	$74.7 - $80.27 $58,564 - $62,931	784 Added 6.87%	12,189 $961,000
Q4 2024 Jan 30, 2025	SELL	$74.89 - $82.93 $531,793 - $588,885	-7,101 Reduced 38.37%	11,405 $863,000
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $189,611 - $226,345	-2,802 Reduced 13.15%	18,506 $1.49 Million

Q2 2024 Jul 30, 2024	BUY	$62.77 - $72.87 $582,631 - $676,379	9,282 Added 77.18%	21,308 $1.45 Million
Q1 2024 Apr 25, 2024	SELL	$59.95 - $65.65 $300,109 - $328,643	-5,006 Reduced 29.39%	12,026 $789,000
Q4 2023 Feb 09, 2024	BUY	$56.19 - $65.96 $254,765 - $299,062	4,534 Added 36.28%	17,032 $1.08 Million
Q3 2023 Nov 06, 2023	BUY	$58.83 - $68.46 $58,947 - $68,596	1,002 Added 8.72%	12,498 $736,000
Q2 2023 Aug 08, 2023	BUY	$64.34 - $69.97 $64 - $69	1 Added 0.01%	11,496 $752,000
Q1 2023 May 08, 2023	SELL	$63.7 - $72.08 $52,871 - $59,826	-830 Reduced 6.73%	11,495 $778,000
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $27,745 - $32,774	451 Added 3.8%	12,325 $868,000
Q3 2022 Oct 19, 2022	SELL	$65.51 - $78.12 $4,258 - $5,077	-65 Reduced 0.54%	11,874 $778,000
Q2 2022 Aug 05, 2022	BUY	$64.87 - $76.96 $38,922 - $46,175	600 Added 5.29%	11,939 $838,000
Q1 2022 May 25, 2022	BUY	$65.03 - $74.54 $737,375 - $845,209	11,339 New	11,339 $845,000

Others Institutions Holding XLU

# of Institutions

1,672

Shares Held

162M

Call Options Held

14.8M

Put Options Held

30.1M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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