SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q3 2025
Shares 210,224 Value ($000) $18,334 Avg Close — Range —
Q2 2025
Shares 204,809 Value ($000) $16,725 Avg Close — Range —
Q1 2025
Shares 114,653 Value ($000) $9,040 Avg Close — Range —
Q4 2024
Shares 111,557 Value ($000) $8,444 Avg Close — Range —
Q3 2024
Shares 111,680 Value ($000) $8,991 Avg Close — Range —
Q2 2024
Shares 102,463 Value ($000) $6,982 Avg Close — Range —
Q1 2024
Shares 109,693 Value ($000) $7,201 Avg Close — Range —
Q4 2023
Shares 104,589 Value ($000) $6,624 Avg Close — Range —
Q3 2023
Shares 82,339 Value ($000) $4,852 Avg Close — Range —
Q2 2023
Shares 77,641 Value ($000) $5,081 Avg Close — Range —
Q1 2023
Shares 86,135 Value ($000) $6 Avg Close — Range —
Q4 2022
Shares 99,805 Value ($000) $7 Avg Close — Range —
Q3 2022
Shares 73,541 Value ($000) $4,818 Avg Close — Range —
Q2 2022
Shares 79,411 Value ($000) $5,569 Avg Close — Range —
Q1 2022
Shares 83,470 Value ($000) $6,215 Avg Close — Range —
Q4 2021
Shares 86,811 Value ($000) $5,443 Avg Close — Range —
Q3 2021
Shares 113,822 Value ($000) $7,271 Avg Close — Range —
Q2 2021
Shares 134,958 Value ($000) $8,533 Avg Close — Range —
Q1 2021
Shares 87,146 Value ($000) $5,581 Avg Close — Range —
Q3 2020
Shares 86,392 Value ($000) $5,130 Avg Close — Range —
Q2 2020
Shares 76,886 Value ($000) $4,339 Avg Close — Range —