Kovitz Investment Group Partners, LLC Energy Sector Spdr Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 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 32,560 shares of XLE stock, worth $2.88 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
32,560
Previous 31,240 4.23%
Holding current value
$2.88 Million
Previous $2.92 Million 5.41%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,112
Shares Held
458M
Call Options Held
59.2M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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