Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Kovitz Investment Group Partners’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,883
Closed -$208K – 825
2024
Q1 		$208K Buy
+1,883
New +$195K ﹤0.01% 632

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KHLMVGHM
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3F
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Osaic Holdings
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ACP
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Kovitz Investment Group Partners's KCE Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2024, closing a stake of 1,883 shares — an estimated $208K sold.

Kovitz Investment Group Partners first reported a position in KCE in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 88 funds tracked by Wall St. Rank hold KCE as of Q2 2024.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,883 State Street SPDR S&P Capital Markets ETF shares in Q2 2024, an estimated $208K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's State Street SPDR S&P Capital Markets ETF position peaked at $208K in Q1 2024.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.