Kovitz Investment Group Partners
SPYM

Kovitz Investment Group Partners’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$19M Sell
2025
Q1 		$19.4M Sell
2024
Q4 		$26.6M Buy
2024
Q3 		$14.2M Buy
2024
Q2 		$9.65M Buy
2024
Q1 		$8.98M Buy
2023
Q4 		$5.58M Buy
2023
Q3 		$4.7M Sell
2023
Q2 		$5.3M Sell
2023
Q1 		$5.04M Buy