Utilities SPDR shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 210k | 87.21 |
| 2025-06-30 | $17M | 205k | 81.66 |
| 2025-03-31 | $9.0M | 115k | 78.85 |
| 2024-12-31 | $956k | 13k | 75.69 |
| 2024-09-30 | $9.0M | 112k | 80.50 |
| 2024-06-30 | $7.0M | 103k | 68.14 |
| 2024-03-31 | $7.2M | 110k | 65.65 |
| 2023-12-31 | $6.6M | 105k | 63.33 |
| 2023-09-30 | $4.9M | 82k | 58.93 |
| 2023-06-30 | $5.1M | 78k | 65.44 |
| 2023-03-31 | $5.8M | 86k | 67.68 |
| 2022-12-31 | $7.0M | 100k | 70.50 |
| 2022-09-30 | $4.8M | 74k | 65.51 |
| 2022-06-30 | $5.6M | 79k | 70.13 |
| 2022-03-31 | $6.2M | 84k | 74.46 |
| 2021-12-31 | $5.4M | 87k | 62.70 |
| 2021-09-30 | $7.3M | 114k | 63.88 |
| 2021-06-30 | $8.5M | 135k | 63.23 |
| 2021-03-31 | $5.6M | 87k | 64.04 |
| 2020-12-31 | $5.4M | 87k | 62.70 |
| 2020-09-30 | $5.1M | 86k | 59.38 |
| 2020-06-30 | $4.3M | 77k | 56.43 |
More positions owned by Kovitz Investment Group Partners
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