Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Kovitz Investment Group Partners’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,209
Closed -$1.22M – 1350
2025
Q3 		$1.22M Sell
5,209
-98
-2% -$21.4K ﹤0.01% 791
2025
Q2 		$1.12M Buy
5,307
+126
+2% +$22.8K ﹤0.01% 779
2025
Q1 		$832K Sell
5,181
-3
-0.1% -$504 ﹤0.01% 785
2024
Q4 		$860K Buy
5,184
+252
+5% +$41.6K ﹤0.01% 749
2024
Q3 		$715K Buy
4,932
+2,492
+102% +$371K 0.01% 701
2024
Q2 		$342K Sell
2,440
-369
-13% -$51.5K ﹤0.01% 711
2024
Q1 		$395K Sell
2,809
-129
-4% -$17.3K 0.01% 544
2023
Q4 		$398K Sell
2,938
-155
-5% -$19.1K 0.01% 344
2023
Q3 		$347K Sell
3,093
-522
-14% -$62.5K 0.01% 347
2023
Q2 		$439K Sell
3,615
-328
-8% -$38.1K 0.01% 348
2023
Q1 		$461K Sell
3,943
-105
-3% -$12.2K 0.01% 348
2022
Q4 		$445K Sell
4,048
-574
-12% -$60.6K 0.01% 340
2022
Q3 		$424K Sell
4,622
-67
-1% -$7K 0.01% 332
2022
Q2 		$472K Sell
4,689
-2,001
-30% -$221K 0.01% 342
2022
Q1 		$834K Sell
6,690
-5,868
-47% -$689K 0.02% 305
2021
Q4 		$1.44M Buy
12,558
+4,132
+49% +$492K 0.03% 234
2021
Q3 		$1M Sell
8,426
-1,812
-18% -$224K 0.02% 299
2021
Q2 		$1.35M Sell
10,238
-860
-8% -$110K 0.03% 272
2021
Q1 		$1.39M Sell
11,098
-1,460
-12% -$177K 0.03% 247
2020
Q4 		$1.44M Sell
12,558
-7,533
-37% -$764K 0.04% 228
2020
Q3 		$1.75M Sell
20,091
-4,910
-20% -$436K 0.05% 205
2020
Q2 		$2.19M Sell
25,001
-2,695
-10% -$223K 0.07% 181
2020
Q1 		$2.11M Sell
27,696
-3,305
-11% -$340K 0.08% 171
2019
Q4 		$3.38M Buy
31,001
+7,375
+31% +$797K 0.1% 146
2019
Q3 		$2.52M Sell
23,626
-6,374
-21% -$677K 0.08% 177
2019
Q2 		$3.12M Sell
30,000
-985
-3% -$96.2K 0.1% 153
2019
Q1 		$2.84M Buy
+30,985
New +$2.78M 0.09% 157

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kovitz Investment Group Partners's XAR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q4 2025, closing a stake of 5,209 shares — an estimated $1.22M sold.

Kovitz Investment Group Partners first reported a position in XAR in Q1 2019 and held it in 27 quarters. The position peaked at $3.38M in Q4 2019. 498 funds tracked by Wall St. Rank hold XAR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,209 State Street SPDR S&P Aerospace & Defense ETF shares in Q4 2025, an estimated $1.22M.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's State Street SPDR S&P Aerospace & Defense ETF position peaked at $3.38M in Q4 2019.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.