Kovitz Investment Group Partners’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,249	Closed	-$411K	–	1359
2025 Q3	$411K	Sell	5,249 -82,879	-94%	-$6.7M	﹤0.01%	1101
2025 Q2	$7.14M	Buy	88,128 +80,998	+1,136%	+$6.57M	0.03%	376
2025 Q1	$582K	Buy	7,130 +4,059	+132%	+$324K	﹤0.01%	868
2024 Q4	$241K	Sell	3,071 -1,480	-33%	-$120K	﹤0.01%	1109
2024 Q3	$227K	Buy	4,551 +1,460	+47%	+$117K	﹤0.01%	925
2024 Q2	$237K	Buy	+3,091	New	+$236K	﹤0.01%	772

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's XLP Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2025, closing a stake of 5,249 shares — an estimated $411K sold.

Kovitz Investment Group Partners first reported a position in XLP in Q2 2024 and held it in 6 quarters. The position peaked at $7.14M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold XLP as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 5,249 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2025, an estimated $411K.
Kovitz Investment Group Partners first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.14M in Q2 2025.
1,216 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.