Kovitz Investment Group Partners
XLF icon

Kovitz Investment Group Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-335,995
Closed -$18.1M – 1357
2025
Q3 		$18.1M Buy
335,995
+27,948
+9% +$1.48M 0.07% 230
2025
Q2 		$16.1M Buy
308,047
+253,671
+467% +$12.6M 0.07% 231
2025
Q1 		$2.71M Buy
54,376
+24,663
+83% +$1.24M 0.01% 525
2024
Q4 		$1.44M Sell
29,713
-310
-1% -$15K 0.01% 634
2024
Q3 		$642K Buy
+30,023
New +$1.31M ﹤0.01% 715
2023
Q2 		– Sell
-61,958
Closed -$1.99M – 449
2023
Q1 		$1.99M Buy
61,958
+1,467
+2% +$51K 0.03% 245
2022
Q4 		$2.07M Buy
60,491
+7
+0% +$237 0.04% 227
2022
Q3 		$1.84M Sell
60,484
-725
-1% -$24K 0.04% 226
2022
Q2 		$1.93M Sell
61,209
-2,369
-4% -$81.9K 0.04% 227
2022
Q1 		$2.44M Sell
63,578
-26,105
-29% -$1.02M 0.05% 217
2021
Q4 		$2.64M Buy
89,683
+7,737
+9% +$304K 0.06% 189
2021
Q3 		$3.08M Sell
81,946
-7,405
-8% -$277K 0.06% 194
2021
Q2 		$3.28M Sell
89,351
-496
-0.6% -$18.1K 0.06% 194
2021
Q1 		$3.06M Buy
89,847
+165
+0.2% +$5.3K 0.07% 184
2020
Q4 		$2.64M Sell
89,682
-6,570
-7% -$176K 0.06% 184
2020
Q3 		$2.32M Sell
96,252
-1,154
-1% -$28.1K 0.06% 181
2020
Q2 		$2.25M Buy
97,406
+10,873
+13% +$247K 0.07% 178
2020
Q1 		$1.8M Buy
86,533
+60,177
+228% +$1.66M 0.07% 185
2019
Q4 		$811K Sell
26,356
-69
-0.3% -$2.02K 0.02% 284
2019
Q3 		$740K Buy
+26,425
New +$729K 0.02% 293

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2025, closing a stake of 335,995 shares — an estimated $18.1M sold.

Kovitz Investment Group Partners first reported a position in XLF in Q3 2019 and held it in 20 quarters. The position peaked at $18.1M in Q3 2025. 1,962 funds tracked by Wall St. Rank hold XLF as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 335,995 State Street Financial Select Sector SPDR ETF shares in Q4 2025, an estimated $18.1M.
  • Kovitz Investment Group Partners first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and held it in 20 quarters.
  • Kovitz Investment Group Partners's State Street Financial Select Sector SPDR ETF position peaked at $18.1M in Q3 2025.
  • 1,962 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2025.

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