Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Consumers Staples Select Sector SPDR Fund 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
Q3 		$411K Sell
2025
Q2 		$7.14M Buy
2025
Q1 		$582K Buy
2024
Q4 		$241K Sell
2024
Q3 		$227K Buy
2024
Q2 		$237K Buy