Kovitz Investment Group Partners, LLC Spdr Ser Tr S&P Health Care Eq 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 S&P Health Care Eq stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 6,557 shares of XHE stock, worth $519,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,557

Previous 4,234 54.87%

Holding current value

$519,904

Previous $348,000 52.87%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$72.34 - $83.73 $168,045 - $194,504	2,323 Added 54.87%	6,557 $532,000
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 Aug 25, 2025	SELL	$86.15 - $94.34 $84,599 - $92,641	-982 Reduced 14.98%	5,575 $493,000
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

Shares Held

868K

Call Options Held

Put Options Held

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About SPDR SER TR S&P HEALTH CARE EQ

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