Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.76M Buy
32,560
+1,320
+4% +$112K 0.01% 557
2025
Q1 		$2.92M Sell
31,240
-2,106
-6% -$197K 0.01% 503
2024
Q4 		$2.86M Buy
33,346
+2,125
+7% +$182K 0.01% 506
2024
Q3 		$2.54M Buy
+31,221
New +$2.54M 0.02% 458