Kovitz Investment Group Partners’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
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|
2025
Q1 | $941K | Buy |
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|
2024
Q4 | $644K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $239K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.23M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $221K | Hold |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $207K | Buy |
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