Kovitz Investment Group Partners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.57M	Sell	14,132 -40,936	-74%	-$4.74M	0.04%	259
2025 Q4	$6.48M	Sell	55,068 -36,352	-40%	-$4.18M	0.14%	127
2025 Q3	$10.8M	Buy	91,420 +35,989	+65%	+$4M	0.04%	316
2025 Q2	$6.02M	Buy	55,431 +38,907	+235%	+$3.83M	0.03%	413
2025 Q1	$1.59M	Sell	16,524 -30,639	-65%	-$3.06M	0.01%	625
2024 Q4	$4.58M	Sell	47,163 -1,898	-4%	-$181K	0.02%	414
2024 Q3	$4.41M	Sell	49,061 -19	-0%	-$1.64K	0.03%	361
2024 Q2	$4.21M	Buy	49,080 +46,502	+1,804%	+$3.83M	0.04%	310
2024 Q1	$211K	Buy	+2,578	New	+$201K	﹤0.01%	630
2023 Q1	–	Sell	-20,626	Closed	-$990K	–	428
2022 Q4	$990K	Buy	+20,626	New	+$1.01M	0.02%	277
2022 Q1	–	Sell	-13,353	Closed	-$901K	–	468
2021 Q4	$901K	Buy	13,353 +9,353	+234%	+$739K	0.02%	289
2021 Q3	$320K	Hold	4,000	–	–	0.01%	382
2021 Q2	$324K	Hold	4,000	–	–	0.01%	379
2021 Q1	$293K	Buy	+4,000	New	+$285K	0.01%	371
2020 Q2	–	Sell	-13,353	Closed	-$591K	–	415
2020 Q1	$591K	Hold	13,353	–	–	0.02%	287
2019 Q4	$716K	Hold	13,353	–	–	0.02%	299
2019 Q3	$661K	Buy	+13,353	New	+$669K	0.02%	301