Kovitz Investment Group Partners, LLC Spdr S&P Software & Services E Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr S&P Software & Services E stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,549 shares of XSW stock, worth $492,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,549
Previous 2,549 -0.0%
Holding current value
$492,670
Previous $407,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$159.76 - $197.42 $11,822 - $14,609
-74 Reduced 2.82%
2,549 $407,000
Q4 2024

Feb 14, 2025
BUY
$156.76 - $204.72 $8,308 - $10,850
53 Added 2.06%
2,623 $495,000
Q3 2024

Nov 14, 2024
SELL
$142.84 - $160.77 $36,424 - $40,996
-255 Reduced 9.03%
2,570 $412,000
Q2 2024

Aug 14, 2024
SELL
$141.27 - $154.95 $8,617 - $9,451
-61 Reduced 2.11%
2,825 $426,000
Q1 2024

May 14, 2024
BUY
$141.74 - $157.2 $409,061 - $453,679
2,886 New
2,886 $450,000

Others Institutions Holding XSW

# of Institutions
120
Shares Held
1.5M
Call Options Held
2.1K
Put Options Held
1.3K
View Full List

About SPDR S&P SOFTWARE & SERVICES E

XSW Quotes by TradingView
  • Ticker XSW
  • Sector ETFs
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More about XSW
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