SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q3 2025
Shares 5,128 Value ($000) $1,229 Avg Close — Range —
Q2 2025
Shares 5,325 Value ($000) $1,157 Avg Close — Range —
Q1 2025
Shares 4,766 Value ($000) $941 Avg Close — Range —
Q4 2024
Shares 2,871 Value ($000) $644 Avg Close — Range —
Q3 2024
Shares 2,715 Value ($000) $380 Avg Close — Range —
Q2 2024
Shares 1,190 Value ($000) $217 Avg Close — Range —
Q1 2024
Shares 1,297 Value ($000) $239 Avg Close — Range —
Q4 2022
Shares 24,999 Value ($000) $3 Avg Close — Range —
Q3 2021
Shares 1,231 Value ($000) $221 Avg Close — Range —
Q2 2021
Shares 1,231 Value ($000) $220 Avg Close — Range —
Q1 2021
Shares 1,231 Value ($000) $207 Avg Close — Range —