Kovitz Investment Group Partners
XLI icon

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
2017
Q4 		– Hold
0
– – – 169
2017
Q3 		– Hold
0
– – – 164
2017
Q2 		– Hold
0
– – – 169

Other funds holding XLI

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return