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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2025, closing a stake of 6,210 shares — an estimated $278K sold.

Kovitz Investment Group Partners first reported a position in XLB in Q1 2024 and held it in 7 quarters. The position peaked at $622K in Q4 2024. 808 funds tracked by Wall St. Rank hold XLB as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 6,210 State Street Materials Select Sector SPDR ETF shares in Q4 2025, an estimated $278K.
Kovitz Investment Group Partners first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street Materials Select Sector SPDR ETF position peaked at $622K in Q4 2024.
808 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2025.

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