Financial Select Sector SPDR shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 336k | 53.87 |
| 2025-06-30 | $16M | 308k | 52.37 |
| 2025-03-31 | $2.7M | 54k | 49.81 |
| 2024-12-31 | $1.4M | 29k | 48.33 |
| 2024-09-30 | $642k | 30k | 21.39 |
| 2023-03-31 | $2.0M | 62k | 32.15 |
| 2022-12-31 | $2.1M | 61k | 34.20 |
| 2022-09-30 | $1.8M | 61k | 30.36 |
| 2022-06-30 | $1.9M | 61k | 31.45 |
| 2022-03-31 | $2.4M | 64k | 38.32 |
| 2021-12-31 | $2.6M | 90k | 29.48 |
| 2021-09-30 | $3.1M | 82k | 37.52 |
| 2021-06-30 | $3.3M | 89k | 36.69 |
| 2021-03-31 | $3.1M | 90k | 34.05 |
| 2020-12-31 | $2.6M | 90k | 29.48 |
| 2020-09-30 | $2.3M | 96k | 24.07 |
| 2020-06-30 | $2.3M | 97k | 23.14 |
| 2020-03-31 | $1.8M | 87k | 20.82 |
| 2019-12-31 | $811k | 26k | 30.77 |
| 2019-09-30 | $740k | 26k | 28.00 |
| 2017-09-30 | $457k | 8.0k | 56.88 |
| 2017-06-30 | $378k | 8.2k | 46.01 |
| 2016-12-31 | $190k | 27k | 7.00 |
More positions owned by Kovitz Investment Group Partners
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