Kovitz Investment Group Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23,338	Closed	-$1.04M	–	1356
2025 Q3	$1.04M	Sell	23,338 -41,782	-64%	-$1.83M	﹤0.01%	838
2025 Q2	$2.76M	Buy	65,120 +2,640	+4%	+$110K	0.01%	558
2025 Q1	$2.92M	Sell	62,480 -4,212	-6%	-$190K	0.01%	504
2024 Q4	$2.86M	Buy	66,692 +4,250	+7%	+$193K	0.01%	507
2024 Q3	$2.54M	Buy	+62,442	New	+$2.79M	0.02%	460

Other funds holding XLE

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

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

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

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

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

MMH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

Kovitz Investment Group Partners sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q4 2025, closing a stake of 23,338 shares — an estimated $1.04M sold.

Kovitz Investment Group Partners first reported a position in XLE in Q3 2024 and held it in 5 quarters. The position peaked at $2.92M in Q1 2025. 1,864 funds tracked by Wall St. Rank hold XLE as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Energy Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 23,338 State Street Energy Select Sector SPDR ETF shares in Q4 2025, an estimated $1.04M.
Kovitz Investment Group Partners first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's State Street Energy Select Sector SPDR ETF position peaked at $2.92M in Q1 2025.
1,864 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q4 2025.

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