Kovitz Investment Group Partners
XLU icon

Kovitz Investment Group Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Kovitz Investment Group Partners’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-420,448
Closed -$18.3M – 1361
2025
Q3 		$18.3M Buy
420,448
+10,830
+3% +$458K 0.07% 229
2025
Q2 		$16.7M Buy
409,618
+180,312
+79% +$7.18M 0.07% 226
2025
Q1 		$9.04M Buy
229,306
+6,192
+3% +$242K 0.05% 288
2024
Q4 		$8.44M Sell
223,114
-246
-0.1% -$9.76K 0.04% 300
2024
Q3 		$8.99M Buy
223,360
+18,434
+9% +$684K 0.06% 247
2024
Q2 		$6.98M Sell
204,926
-14,460
-7% -$497K 0.06% 233
2024
Q1 		$7.2M Buy
219,386
+10,208
+5% +$319K 0.09% 158
2023
Q4 		$6.62M Buy
209,178
+44,500
+27% +$1.36M 0.11% 111
2023
Q3 		$4.85M Buy
164,678
+9,396
+6% +$303K 0.09% 144
2023
Q2 		$5.08M Sell
155,282
-16,988
-10% -$572K 0.07% 148
2023
Q1 		$5.83M Sell
172,270
-27,340
-14% -$927K 0.1% 126
2022
Q4 		$7.04M Buy
199,610
+52,528
+36% +$1.79M 0.14% 105
2022
Q3 		$4.82M Sell
147,082
-11,740
-7% -$430K 0.11% 145
2022
Q2 		$5.57M Sell
158,822
-8,118
-5% -$294K 0.12% 129
2022
Q1 		$6.21M Sell
166,940
-6,682
-4% -$232K 0.12% 133
2021
Q4 		$5.44M Sell
173,622
-54,022
-24% -$1.82M 0.13% 117
2021
Q3 		$7.27M Sell
227,644
-42,272
-16% -$1.41M 0.14% 101
2021
Q2 		$8.53M Buy
269,916
+95,624
+55% +$3.13M 0.17% 92
2021
Q1 		$5.58M Buy
174,292
+1,270
+0.7% +$39.4K 0.13% 121
2020
Q4 		$5.42M Buy
173,022
+238
+0.1% +$7.53K 0.13% 112
2020
Q3 		$5.13M Buy
172,784
+19,012
+12% +$564K 0.14% 108
2020
Q2 		$4.34M Buy
+153,772
New +$4.43M 0.13% 113

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 420,448 shares — an estimated $18.3M sold.

Kovitz Investment Group Partners first reported a position in XLU in Q2 2020 and held it in 22 quarters. The position peaked at $18.3M in Q3 2025. 1,531 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 420,448 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $18.3M.
  • Kovitz Investment Group Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2020 and held it in 22 quarters.
  • Kovitz Investment Group Partners's State Street Utilities Select Sector SPDR ETF position peaked at $18.3M in Q3 2025.
  • 1,531 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

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