Kovitz Investment Group Partners
XLI icon

Kovitz Investment Group Partners’s Industrial Select Sector SPDR Fund 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
Q2 		$998K Buy
2025
Q1 		$487K Buy
2024
Q4 		$347K Buy
2024
Q3 		$224K Buy
2024
Q2 		– Sell
2024
Q1 		$245K Buy
2021
Q4 		– Sell
2021
Q3 		$497K Buy
2017
Q4 		– Hold
2017
Q3 		– Hold
2017
Q2 		– Hold