Kovitz Investment Group Partners, LLC Industrial 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 Industrial Sector Spdr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 4,760 shares of XLI stock, worth $723,567. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,760
Previous 6,766 29.65%
Holding current value
$723,567
Previous $998,000 26.45%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$147.94 - $154.99 $296,767 - $310,909
-2,006 Reduced 29.65%
4,760 $734,000
Q2 2025

Aug 14, 2025
BUY
$116.42 - $147.52 $355,313 - $450,231
3,052 Added 82.18%
6,766 $998,000
Q1 2025

May 13, 2025
BUY
$128.78 - $141.67 $139,211 - $153,145
1,081 Added 41.06%
3,714 $486,000
Q4 2024

Aug 25, 2025
SELL
$131.76 - $143.99 $544,564 - $595,110
-4,133 Reduced 61.08%
2,633 $346,000
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
1,655
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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