Kovitz Investment Group Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,760	Closed	-$734K	–	1358
2025 Q3	$734K	Sell	4,760 -2,006	-30%	-$304K	﹤0.01%	916
2025 Q2	$998K	Buy	6,766 +3,052	+82%	+$416K	﹤0.01%	806
2025 Q1	$487K	Buy	3,714 +1,081	+41%	+$146K	﹤0.01%	912
2024 Q4	$347K	Buy	2,633 +79	+3%	+$10.9K	﹤0.01%	1002
2024 Q3	$224K	Buy	+2,554	New	+$325K	﹤0.01%	927
2024 Q2	–	Sell	-1,944	Closed	-$245K	–	835
2024 Q1	$245K	Buy	+1,944	New	+$229K	﹤0.01%	607
2021 Q4	–	Sell	-5,078	Closed	-$497K	–	468
2021 Q3	$497K	Buy	+5,078	New	+$522K	0.01%	353

Other funds holding XLI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MMH

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

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

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

Kovitz Investment Group Partners sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2025, closing a stake of 4,760 shares — an estimated $734K sold.

Kovitz Investment Group Partners first reported a position in XLI in Q3 2021 and held it in 7 quarters. The position peaked at $998K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold XLI as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,760 State Street Industrial Select Sector SPDR ETF shares in Q4 2025, an estimated $734K.
Kovitz Investment Group Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2021 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street Industrial Select Sector SPDR ETF position peaked at $998K in Q2 2025.
1,506 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2025.

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