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

Kovitz Investment Group Partners’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Sell	13,726 -406	-3%	-$46.3K	0.03%	266
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	–	413
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

Other funds holding XLC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kovitz Investment Group Partners's XLC Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.9% in Q2 2026, selling an estimated $46.3K and leaving 13,726 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #266.

Kovitz Investment Group Partners first reported a position in XLC in Q3 2019 and has held it in 18 quarters since. The position peaked at $10.8M in Q3 2025. 1,164 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

Kovitz Investment Group Partners held 13,726 shares of State Street Communication Services Select Sector SPDR ETF worth $1.47M as of Q2 2026.
Kovitz Investment Group Partners sold 406 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $46.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #266 holding.
Kovitz Investment Group Partners first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2019 and has held it in 18 quarters since.
Kovitz Investment Group Partners's State Street Communication Services Select Sector SPDR ETF position peaked at $10.8M in Q3 2025.
1,164 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.