Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,210
Closed -$278K – 1355
2025
Q3 		$278K Sell
6,210
-306
-5% -$13.8K ﹤0.01% 1229
2025
Q2 		$286K Sell
6,516
-2,574
-28% -$109K ﹤0.01% 1157
2025
Q1 		$391K Sell
9,090
-5,684
-38% -$248K ﹤0.01% 973
2024
Q4 		$622K Buy
14,774
+5,654
+62% +$262K ﹤0.01% 842
2024
Q3 		$378K Buy
9,120
+1,466
+19% +$66.9K ﹤0.01% 815
2024
Q2 		$338K Sell
7,654
-1,614
-17% -$72.9K ﹤0.01% 714
2024
Q1 		$430K Buy
+9,268
New +$399K 0.01% 533

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return