Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,454
Closed -$558K – 1385
2025
Q1 		$558K Sell
20,454
-3,127
-13% -$85.2K ﹤0.01% 872
2024
Q4 		$618K Buy
+23,581
New +$618K ﹤0.01% 841