Kovitz Investment Group Partners, LLC Spdr S&P Capital Markets ETF Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$98.42 - $110.55 $185,324 - $208,165	1,883 New	1,883 $208,000

Others Institutions Holding KCE

# of Institutions

128

Shares Held

2.6M

Call Options Held

5.3K

Put Options Held

7K

Bank Of America Corp Charlotte, NC

485K
Shares

$68.3 Million
0.01% of portfolio
Meitav Dash Investments LTD

264K
Shares

$37.1 Million
0.64% of portfolio
Morgan Stanley New York, NY

185K
Shares

$26 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

180K
Shares

$25.3 Million
0.01% of portfolio
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD

138K
Shares

$19.5 Million
1.57% of portfolio

About SPDR S&P CAPITAL MARKETS ETF

Ticker KCE
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