Kovitz Investment Group Partners

Kovitz Investment Group Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Kovitz Investment Group Partners’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$336K	Buy
2025 Q1	$305K	Sell
2024 Q4	$397K	Buy
2024 Q3	$304K	Buy
2021 Q4	–	Sell
2021 Q3	$268K	Buy