Kovitz Investment Group Partners, LLC Select Sector Spdr Fund Health Transaction History

Kovitz Investment Group Partners, LLC

$28.6 Billion
Q4 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 4,837 shares of XLV stock, worth $708,281. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,837

Previous 4,837 -0.0%

Holding current value

$708,281

Previous $665,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$136.28 - $154.74 $659,186 - $748,477	4,837 New	4,837 $665,000
Q1 2022 Apr 22, 2022	SELL	$126.55 - $139.44 $886,735 - $977,056	-7,007 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$125.34 - $141.49 $109,672 - $123,803	-875 Reduced 11.1%	7,007 $795,000
Q3 2021 Oct 28, 2021	BUY	$127.07 - $136.85 $118,429 - $127,544	932 Added 13.41%	7,882 $1 Million
Q1 2021 May 06, 2021	SELL	$110.8 - $118.5 $6,315 - $6,754	-57 Reduced 0.81%	6,950 $811,000
Q2 2020 Aug 12, 2020	SELL	$85.21 - $103.92 $937 - $1,143	-11 Reduced 0.16%	7,007 $701,000
Q1 2020 May 15, 2020	BUY	$74.62 - $104.73 $820 - $1,152	11 Added 0.16%	7,018 $622,000
Q4 2019 Feb 13, 2020	BUY	$87.95 - $103.11 $5,013 - $5,877	57 Added 0.82%	7,007 $714,000
Q3 2019 Nov 14, 2019	BUY	$89.33 - $92.0 $620,843 - $639,400	6,950 New	6,950 $626,000

Others Institutions Holding XLV

# of Institutions

1,972

Shares Held

201M

Call Options Held

13.1M

Put Options Held

19.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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Kovitz Investment Group Partners, LLC Select Sector Spdr Fund Health Transaction History