Kovitz Investment Group Partners’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,761	Closed	-$348K	–	1366
2025 Q3	$348K	Sell	1,761 -282	-14%	-$53.8K	﹤0.01%	1145
2025 Q2	$388K	Sell	2,043 -506	-20%	-$86.8K	﹤0.01%	1062
2025 Q1	$407K	Sell	2,549 -74	-3%	-$13.5K	﹤0.01%	967
2024 Q4	$496K	Buy	2,623 +53	+2%	+$9.61K	﹤0.01%	892
2024 Q3	$413K	Sell	2,570 -255	-9%	-$39.2K	﹤0.01%	795
2024 Q2	$427K	Sell	2,825 -61	-2%	-$9.04K	﹤0.01%	676
2024 Q1	$450K	Buy	+2,886	New	+$435K	0.01%	524

Other funds holding XSW

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

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

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

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

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

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

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

Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2025, closing a stake of 1,761 shares — an estimated $348K sold.

Kovitz Investment Group Partners first reported a position in XSW in Q1 2024 and held it in 7 quarters. The position peaked at $496K in Q4 2024. 109 funds tracked by Wall St. Rank hold XSW as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,761 State Street SPDR S&P Software & Services ETF shares in Q4 2025, an estimated $348K.
Kovitz Investment Group Partners first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's State Street SPDR S&P Software & Services ETF position peaked at $496K in Q4 2024.
109 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2025.

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