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
2017
Q4 		– Sell
-8,034
Closed -$457K – 166
2017
Q3 		$457K Sell
8,034
-181
-2% -$4.52K 0.02% 119
2017
Q2 		$378K Buy
+8,215
New +$195K 0.02% 126

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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. 1,958 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.
  • 1,958 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.