Kovitz Investment Group Partners, LLC Financial Sector Spdr Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 335,995 shares of XLF stock, worth $17.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

335,995

Previous 308,047 9.07%

Holding current value

$17.6 Million

Previous $16.1 Million 12.2%

% of portfolio

0.08%

Previous 0.07%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$51.37 - $54.25 $1.44 Million - $1.52 Million	27,948 Added 9.07%	335,995 $18.1 Million
Q2 2025 Aug 14, 2025	BUY	$43.92 - $52.37 $11.1 Million - $13.3 Million	253,671 Added 466.51%	308,047 $16.1 Million
Q1 2025 May 13, 2025	BUY	$47.32 - $52.19 $1.2 Million - $1.32 Million	25,259 Added 86.75%	54,376 $2.71 Million
Q4 2024 Aug 25, 2025	SELL	$44.89 - $51.34 $12.5 Million - $14.3 Million	-278,334 Reduced 90.35%	29,713 $1.44 Million
Q4 2024 Feb 14, 2025	SELL	$44.89 - $51.34 $40,670 - $46,514	-906 Reduced 3.02%	29,117 $1.41 Million

Q3 2024 Nov 14, 2024	BUY	$40.84 - $45.74 $1.23 Million - $1.37 Million	30,023 New	30,023 $1.36 Million
Q1 2023 May 11, 2023	BUY	$30.98 - $37.0 $45,447 - $54,279	1,467 Added 2.43%	61,958 $1.99 Million
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $212 - $254	7 Added 0.01%	60,491 $2.07 Million
Q3 2022 Nov 09, 2022	SELL	$30.36 - $35.81 $22,011 - $25,962	-725 Reduced 1.18%	60,484 $1.84 Million
Q2 2022 Aug 02, 2022	SELL	$30.84 - $38.22 $73,059 - $90,543	-2,369 Reduced 3.73%	61,209 $1.93 Million
Q1 2022 Apr 22, 2022	SELL	$35.66 - $41.42 $930,904 - $1.08 Million	-26,105 Reduced 29.11%	63,578 $2.44 Million
Q4 2021 Feb 04, 2022	BUY	$37.54 - $40.62 $290,446 - $314,276	7,737 Added 9.44%	89,683 $2.64 Million
Q3 2021 Oct 28, 2021	SELL	$35.11 - $39.0 $259,989 - $288,795	-7,405 Reduced 8.29%	81,946 $3.08 Million
Q2 2021 Aug 04, 2021	SELL	$34.47 - $38.47 $17,097 - $19,081	-496 Reduced 0.55%	89,351 $3.28 Million
Q1 2021 May 06, 2021	BUY	$28.95 - $34.77 $4,776 - $5,737	165 Added 0.18%	89,847 $3.06 Million
Q4 2020 Feb 12, 2021	SELL	$23.61 - $29.48 $155,117 - $193,683	-6,570 Reduced 6.83%	89,682 $2.64 Million
Q3 2020 Nov 10, 2020	SELL	$22.68 - $25.49 $26,172 - $29,415	-1,154 Reduced 1.18%	96,252 $2.32 Million
Q2 2020 Aug 12, 2020	BUY	$19.55 - $26.74 $212,567 - $290,744	10,873 Added 12.57%	97,406 $2.25 Million
Q1 2020 May 15, 2020	BUY	$17.66 - $31.17 $1.06 Million - $1.88 Million	60,177 Added 228.32%	86,533 $1.8 Million
Q4 2019 Feb 13, 2020	SELL	$26.78 - $30.94 $707,661 - $817,589	-26,425 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$27.86 - $28.52 $736,200 - $753,641	26,425 New	26,425 $740,000

Others Institutions Holding XLF

# of Institutions

2,159

Shares Held

765M

Call Options Held

132M

Put Options Held

244M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
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Kovitz Investment Group Partners, LLC Financial Sector Spdr Transaction History