Kovitz Investment Group Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,829	Closed	-$1.65M	–	1362
2025 Q3	$1.65M	Sell	11,829 -724	-6%	-$98K	0.01%	711
2025 Q2	$1.69M	Buy	12,553 +2,952	+31%	+$399K	0.01%	679
2025 Q1	$1.4M	Buy	9,601 +4,764	+98%	+$692K	0.01%	653
2024 Q4	$666K	Buy	+4,837	New	+$708K	﹤0.01%	822
2022 Q1	–	Sell	-7,007	Closed	-$795K	–	469
2021 Q4	$795K	Sell	7,007 -875	-11%	-$116K	0.02%	306
2021 Q3	$1M	Buy	7,882 +932	+13%	+$123K	0.02%	300
2021 Q2	$875K	Hold	6,950	–	–	0.02%	312
2021 Q1	$811K	Sell	6,950 -57	-0.8%	-$6.58K	0.02%	300
2020 Q4	$795K	Hold	7,007	–	–	0.02%	299
2020 Q3	$739K	Hold	7,007	–	–	0.02%	291
2020 Q2	$701K	Sell	7,007 -11	-0.2%	-$1.09K	0.02%	287
2020 Q1	$622K	Buy	7,018 +11	+0.2%	+$1.07K	0.02%	281
2019 Q4	$714K	Buy	7,007 +57	+0.8%	+$5.48K	0.02%	300
2019 Q3	$626K	Buy	+6,950	New	+$635K	0.02%	304

Other funds holding XLV

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 11,829 shares — an estimated $1.65M sold.

Kovitz Investment Group Partners first reported a position in XLV in Q3 2019 and held it in 14 quarters. The position peaked at $1.69M in Q2 2025. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 11,829 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $1.65M.
Kovitz Investment Group Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and held it in 14 quarters.
Kovitz Investment Group Partners's State Street Health Care Select Sector SPDR ETF position peaked at $1.69M in Q2 2025.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

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