Kovitz Investment Group Partners’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.14M	Buy	88,128 +80,998	+1,136%	+$6.56M	0.03%	376
2025 Q1	$582K	Buy	7,130 +4,059	+132%	+$332K	﹤0.01%	863
2024 Q4	$241K	Sell	3,071 -1,480	-33%	-$116K	﹤0.01%	1102
2024 Q3	$227K	Buy	4,551 +1,460	+47%	+$72.9K	﹤0.01%	922
2024 Q2	$237K	Buy	+3,091	New	+$237K	﹤0.01%	770