Kovitz Investment Group Partners, LLC Energy Sector Spdr Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 11,669 shares of XLE stock, worth $1.06 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,669

Previous 32,560 64.16%

Holding current value

$1.06 Million

Previous $2.76 Million 62.26%

% of portfolio

0.0%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$84.25 - $91.99 $1.76 Million - $1.92 Million	-20,891 Reduced 64.16%	11,669 $1.04 Million
Q2 2025 Aug 14, 2025	BUY	$76.44 - $94.13 $100,900 - $124,251	1,320 Added 4.23%	32,560 $2.76 Million
Q1 2025 May 13, 2025	SELL	$85.7 - $93.96 $82,357 - $90,295	-961 Reduced 2.98%	31,240 $2.92 Million
Q4 2024 Aug 25, 2025	BUY	$83.32 - $97.27 $65,489 - $76,454	786 Added 2.41%	33,346 $2.86 Million
Q4 2024 Feb 14, 2025	BUY	$83.32 - $97.27 $81,653 - $95,324	980 Added 3.14%	32,201 $2.76 Million
Q3 2024 Nov 14, 2024	BUY	$84.35 - $93.39 $2.63 Million - $2.92 Million	31,221 New	31,221 $2.74 Million

Others Institutions Holding XLE

# of Institutions

2,128

Shares Held

235M

Call Options Held

60.3M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Account

Kovitz Investment Group Partners, LLC Energy Sector Spdr Transaction History