Kovitz Investment Group Partners
XLK icon

Kovitz Investment Group Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$778K Buy
5,850
+944
+19% +$133K 0.02% 352
2025
Q4 		$706K Sell
4,906
-67,998
-93% -$9.82M 0.02% 354
2025
Q3 		$10.3M Buy
72,904
+4,592
+7% +$608K 0.04% 326
2025
Q2 		$8.65M Buy
68,312
+4,204
+7% +$467K 0.04% 341
2025
Q1 		$6.62M Buy
64,108
+7,464
+13% +$846K 0.03% 348
2024
Q4 		$6.59M Sell
56,644
-2,128
-4% -$248K 0.03% 348
2024
Q3 		$6.1M Buy
58,772
+6,578
+13% +$722K 0.04% 312
2024
Q2 		$5.9M Buy
52,194
+10,810
+26% +$1.14M 0.05% 261
2024
Q1 		$4.31M Buy
41,384
+12,708
+44% +$1.29M 0.05% 220
2023
Q4 		$2.76M Buy
28,676
+1,102
+4% +$98.1K 0.05% 210
2023
Q3 		$2.26M Buy
27,574
+346
+1% +$29.7K 0.04% 224
2023
Q2 		$2.37M Sell
27,228
-4,398
-14% -$347K 0.03% 234
2023
Q1 		$2.39M Buy
31,626
+2,018
+7% +$139K 0.04% 229
2022
Q4 		$1.84M Buy
29,608
+4,080
+16% +$259K 0.04% 235
2022
Q3 		$1.52M Hold
25,528
– – 0.04% 238
2022
Q2 		$1.62M Hold
25,528
– – 0.04% 234
2022
Q1 		$2.03M Sell
25,528
-13,772
-35% -$1.08M 0.04% 229
2021
Q4 		$2.56M Buy
39,300
+7,038
+22% +$580K 0.06% 192
2021
Q3 		$2.41M Sell
32,262
-6,374
-16% -$492K 0.05% 216
2021
Q2 		$2.85M Buy
38,636
+6,770
+21% +$474K 0.06% 208
2021
Q1 		$2.12M Sell
31,866
-7,434
-19% -$491K 0.05% 210
2020
Q4 		$2.56M Hold
39,300
– – 0.06% 187
2020
Q3 		$2.29M Hold
39,300
– – 0.06% 183
2020
Q2 		$2.05M Hold
39,300
– – 0.06% 183
2020
Q1 		$1.58M Buy
39,300
+350
+0.9% +$16K 0.06% 195
2019
Q4 		$1.78M Buy
38,950
+4,400
+13% +$188K 0.05% 208
2019
Q3 		$1.39M Buy
+34,550
New +$1.38M 0.04% 227
2018
Q1 		– Sell
-16,860
Closed -$539 – 160
2017
Q4 		$539 Sell
16,860
-4,000
-19% -$125K 0.02% 115
2017
Q3 		$616K Hold
20,860
– – 0.03% 109
2017
Q2 		$571K Sell
20,860
-86
-0.4% -$2.37K 0.03% 113
2017
Q1 		$558K Buy
+20,946
New +$540K 0.03% 91

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kovitz Investment Group Partners's XLK Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 19% in Q1 2026, buying an estimated $133K and bringing the position to 5,850 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #352.

Kovitz Investment Group Partners first reported a position in XLK in Q1 2017 and has held it in 31 quarters since. The position peaked at $10.3M in Q3 2025. 2,412 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Kovitz Investment Group Partners held 5,850 shares of State Street Technology Select Sector SPDR ETF worth $778K as of Q1 2026.
  • Kovitz Investment Group Partners bought 944 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $133K.
  • State Street Technology Select Sector SPDR ETF made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #352 holding.
  • Kovitz Investment Group Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 31 quarters since.
  • Kovitz Investment Group Partners's State Street Technology Select Sector SPDR ETF position peaked at $10.3M in Q3 2025.
  • 2,412 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.