Kovitz Investment Group Partners, LLC Select Sector Spdr Consumer Di Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,715 shares of XLY stock, worth $636,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,715
Previous 1,190 128.15%
Holding current value
$636,586
Previous $217,000 150.69%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$170.05 - $200.86 $259,326 - $306,311
1,525 Added 128.15%
2,715 $544,000
Q2 2024

Aug 14, 2024
SELL
$169.76 - $184.45 $18,164 - $19,736
-107 Reduced 8.25%
1,190 $217,000
Q1 2024

May 14, 2024
BUY
$170.9 - $185.02 $221,657 - $239,970
1,297 New
1,297 $238,000
Q4 2022

Jan 19, 2023
BUY
$126.26 - $147.57 $3.16 Million - $3.69 Million
24,999 New
24,999 $3.23 Million
Q4 2021

Feb 04, 2022
SELL
$179.37 - $211.42 $220,804 - $260,258
-1,231 Closed
0 $0
Q1 2021

May 06, 2021
BUY
$155.83 - $173.21 $191,826 - $213,221
1,231 New
1,231 $207,000

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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