Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Sell
2025
Q1 		$1.23M Sell
2024
Q4 		$1.34M Buy
2024
Q3 		$1.28M Buy
2024
Q2 		$234K Sell
2024
Q1 		$482K Buy