SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q3 2025
Shares 335,995 Value ($000) $18,100 Avg Close — Range —
Q2 2025
Shares 308,047 Value ($000) $16,132 Avg Close — Range —
Q1 2025
Shares 54,376 Value ($000) $2,709 Avg Close — Range —
Q4 2024
Shares 29,713 Value ($000) $1,436 Avg Close — Range —
Q3 2024
Shares 30,023 Value ($000) $642 Avg Close — Range —
Q1 2023
Shares 61,958 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 60,491 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 60,484 Value ($000) $1,836 Avg Close — Range —
Q2 2022
Shares 61,209 Value ($000) $1,925 Avg Close — Range —
Q1 2022
Shares 63,578 Value ($000) $2,436 Avg Close — Range —
Q4 2021
Shares 89,683 Value ($000) $2,644 Avg Close — Range —
Q3 2021
Shares 81,946 Value ($000) $3,075 Avg Close — Range —
Q2 2021
Shares 89,351 Value ($000) $3,278 Avg Close — Range —
Q1 2021
Shares 89,847 Value ($000) $3,059 Avg Close — Range —
Q4 2020
Shares 89,682 Value ($000) $2,644 Avg Close — Range —
Q3 2020
Shares 96,252 Value ($000) $2,317 Avg Close — Range —
Q2 2020
Shares 97,406 Value ($000) $2,254 Avg Close — Range —
Q1 2020
Shares 86,533 Value ($000) $1,802 Avg Close — Range —
Q4 2019
Shares 26,356 Value ($000) $811 Avg Close — Range —