SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q3 2025
Shares 11,669 Value ($000) $1,043 Avg Close — Range —
Q2 2025
Shares 32,560 Value ($000) $2,761 Avg Close — Range —
Q1 2025
Shares 31,240 Value ($000) $2,919 Avg Close — Range —
Q4 2024
Shares 33,346 Value ($000) $2,857 Avg Close — Range —
Q3 2024
Shares 31,221 Value ($000) $2,538 Avg Close — Range —