Kovitz Investment Group Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.3M | Buy |
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|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $9.04M | Buy |
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|
2024
Q4 | $8.44M | Sell |
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|
2024
Q3 | $8.99M | Buy |
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|
2024
Q2 | $6.98M | Sell |
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|
2024
Q1 | $7.2M | Buy |
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|
2023
Q4 | $6.62M | Buy |
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|
2023
Q3 | $4.85M | Buy |
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|
2023
Q2 | $5.08M | Sell |
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|
2023
Q1 | $5.83M | Sell |
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|
2022
Q4 | $7.04M | Buy |
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|
2022
Q3 | $4.82M | Sell |
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|
2022
Q2 | $5.57M | Sell |
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|
2022
Q1 | $6.21M | Sell |
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|
2021
Q4 | $5.44M | Sell |
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|
2021
Q3 | $7.27M | Sell |
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|
2021
Q2 | $8.53M | Buy |
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|
2021
Q1 | $5.58M | Buy |
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|
2020
Q4 | $5.42M | Buy |
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|
2020
Q3 | $5.13M | Buy |
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|
2020
Q2 | $4.34M | Buy |
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