Kovitz Investment Group Partners’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,256	Closed	-$1.23M	–	1363
2025 Q3	$1.23M	Sell	10,256 -394	-4%	-$45.1K	﹤0.01%	790
2025 Q2	$1.16M	Buy	10,650 +1,118	+12%	+$114K	﹤0.01%	765
2025 Q1	$941K	Buy	9,532 +3,790	+66%	+$411K	﹤0.01%	759
2024 Q4	$644K	Buy	5,742 +312	+6%	+$33.4K	﹤0.01%	832
2024 Q3	$380K	Buy	5,430 +3,050	+128%	+$285K	﹤0.01%	813
2024 Q2	$217K	Sell	2,380 -214	-8%	-$19K	﹤0.01%	787
2024 Q1	$239K	Buy	+2,594	New	+$231K	﹤0.01%	612
2023 Q1	–	Sell	-49,998	Closed	-$3.23M	–	429
2022 Q4	$3.23M	Buy	+49,998	New	+$3.49M	0.06%	200
2021 Q4	–	Sell	-2,462	Closed	-$221K	–	469
2021 Q3	$221K	Hold	2,462	–	–	﹤0.01%	411
2021 Q2	$220K	Hold	2,462	–	–	﹤0.01%	405
2021 Q1	$207K	Buy	+2,462	New	+$205K	﹤0.01%	398

Other funds holding XLY

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

Kovitz Investment Group Partners sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 10,256 shares — an estimated $1.23M sold.

Kovitz Investment Group Partners first reported a position in XLY in Q1 2021 and held it in 11 quarters. The position peaked at $3.23M in Q4 2022. 1,361 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 10,256 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $1.23M.
Kovitz Investment Group Partners first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2021 and held it in 11 quarters.
Kovitz Investment Group Partners's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $3.23M in Q4 2022.
1,361 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

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