Kovitz Investment Group Partners, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Ser Tr S&P Health Care Eq stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 4,234 shares of XHE stock, worth $346,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,234
Previous 4,234 -0.0%
Holding current value
$346,129
Previous $348,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$81.05 - $95.73 $108,688 - $128,373
-1,341 Reduced 24.05%
4,234 $348,000
Q4 2024

Feb 14, 2025
BUY
$86.15 - $94.34 $26,792 - $29,339
311 Added 5.91%
5,575 $493,000
Q3 2024

Nov 14, 2024
SELL
$82.19 - $91.05 $10,602 - $11,745
-129 Reduced 2.39%
5,264 $476,000
Q2 2024

Aug 14, 2024
SELL
$81.26 - $87.72 $33,479 - $36,140
-412 Reduced 7.1%
5,393 $455,000
Q1 2024

May 14, 2024
BUY
$80.6 - $87.94 $467,882 - $510,491
5,805 New
5,805 $510,000

Others Institutions Holding XHE

# of Institutions
97
Shares Held
903K
Call Options Held
0
Put Options Held
100
View Full List

About SPDR SER TR S&P HEALTH CARE EQ

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