Kovitz Investment Group Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 4,879 shares of SPEM stock, worth $229,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,879
Previous 5,316 8.22%
Holding current value
$229,849
Previous $209,000 0.48%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$34.72 - $42.74 $15,172 - $18,677
-437 Reduced 8.22%
4,879 $208,000
Q4 2024

Aug 25, 2025
BUY
$38.37 - $42.82 $16,767 - $18,712
437 Added 8.96%
5,316 $203,000
Q4 2024

Feb 14, 2025
BUY
$38.37 - $42.82 $203,974 - $227,631
5,316 New
5,316 $203,000

Others Institutions Holding SPEM

# of Institutions
965
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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