Kovitz Investment Group Partners, LLC Spdr Portfolio S&P 500 High Di Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 10,672 shares of SPYD stock, worth $458,575. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,672

Previous 5,415 97.08%

Holding current value

$458,575

Previous $229,000 104.8%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$42.43 - $45.05 $223,054 - $236,827	5,257 Added 97.08%	10,672 $469,000
Q2 2025 Aug 14, 2025	SELL	$38.81 - $44.28 $6,015 - $6,863	-155 Reduced 2.78%	5,415 $229,000
Q1 2025 May 13, 2025	BUY	$42.18 - $45.16 $26,446 - $28,315	627 Added 12.68%	5,570 $246,000
Q4 2024 Aug 25, 2025	SELL	$43.02 - $47.32 $5,248 - $5,773	-122 Reduced 2.25%	5,293 $228,000
Q4 2024 Feb 14, 2025	SELL	$43.02 - $47.32 $15,013 - $16,514	-349 Reduced 6.59%	4,943 $213,000

Q3 2024 Nov 14, 2024	SELL	$39.95 - $45.86 $13,503 - $15,500	-338 Reduced 6.0%	5,292 $241,000
Q2 2024 Aug 14, 2024	BUY	$38.1 - $41.42 $214,503 - $233,194	5,630 New	5,630 $226,000

Others Institutions Holding SPYD

# of Institutions

523

Shares Held

59.4M

Call Options Held

104K

Put Options Held

20.6K

View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

Ticker SPYD
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Kovitz Investment Group Partners, LLC Spdr Portfolio S&P 500 High Di Transaction History