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
2017
Q4 		– Sell
-2,933
Closed -$357K – 167
2017
Q3 		$357K Sell
2,933
-69
-2% -$4.75K 0.02% 129
2017
Q2 		$295K Buy
+3,002
New +$200K 0.02% 135

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 $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $62.2B 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 $666B AUM 30.12% 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. 1,501 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.
  • 1,501 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.