Kovitz Investment Group Partners, LLC Industrial Sector Spdr Transaction History

Kovitz Investment Group Partners, LLC

  • $28.6 Billion
  • Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,633 shares of XLI stock, worth $358,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,633
Previous 2,633 -0.0%
Holding current value
$358,956
Previous $346,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$131.76 - $143.99 $10,409 - $11,375
79 Added 3.09%
2,633 $346,000
Q3 2024

Nov 14, 2024
BUY
$120.56 - $135.44 $307,910 - $345,913
2,554 New
2,554 $345,000
Q1 2024

May 14, 2024
BUY
$110.23 - $125.96 $214,287 - $244,866
1,944 New
1,944 $244,000
Q4 2021

Feb 04, 2022
SELL
$98.64 - $107.12 $500,893 - $543,955
-5,078 Closed
0 $0
Q3 2021

Oct 28, 2021
BUY
$97.84 - $105.53 $496,831 - $535,881
5,078 New
5,078 $497,000

Others Institutions Holding XLI

# of Institutions
1,540
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email