Kovitz Investment Group Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $734K | Sell |
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|
2025
Q2 | $998K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $245K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $497K | 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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