SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 11,829 Value ($000) $1,646 Avg Close — Range —
Q2 2025
Shares 12,553 Value ($000) $1,692 Avg Close — Range —
Q1 2025
Shares 9,601 Value ($000) $1,402 Avg Close — Range —
Q4 2024
Shares 4,837 Value ($000) $666 Avg Close — Range —
Q4 2021
Shares 7,007 Value ($000) $795 Avg Close — Range —
Q3 2021
Shares 7,882 Value ($000) $1,003 Avg Close — Range —
Q2 2021
Shares 6,950 Value ($000) $875 Avg Close — Range —
Q1 2021
Shares 6,950 Value ($000) $811 Avg Close — Range —
Q4 2020
Shares 7,007 Value ($000) $795 Avg Close — Range —
Q3 2020
Shares 7,007 Value ($000) $739 Avg Close — Range —
Q2 2020
Shares 7,007 Value ($000) $701 Avg Close — Range —
Q1 2020
Shares 7,018 Value ($000) $622 Avg Close — Range —
Q4 2019
Shares 7,007 Value ($000) $714 Avg Close — Range —
Q3 2019
Shares 6,950 Value ($000) $626 Avg Close — Range —