Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Buy
6,030
+294
+5% +$12.5K ﹤0.01% 1187
2025
Q1 		$234K Buy
5,736
+138
+2% +$5.63K ﹤0.01% 1124
2024
Q4 		$252K Buy
+5,598
New +$252K ﹤0.01% 1091