Kovitz Investment Group Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.1M | Buy |
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|
2025
Q2 | $16.1M | Buy |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.44M | Sell |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $3.08M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $2.64M | Sell |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $2.25M | Buy |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $811K | Sell |
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|
2019
Q3 | $740K | Buy |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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