Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Kovitz Investment Group Partners’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.45M Buy
104,077
+85,288
+454% +$4.46M 0.02% 435
2025
Q1 		$960K Buy
+18,789
New +$960K ﹤0.01% 750