Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Kovitz Investment Group Partners’s Portfolio XRT Stock Details XRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$632K Sell
2025
Q2 		$627K Sell
2025
Q1 		$844K Sell
2024
Q4 		$13M Buy
2024
Q3 		$230K Hold
2024
Q2 		$222K Sell
2024
Q1 		$368K Buy