Kovitz Investment Group Partners, LLC Spdr Series Tr Spdr S&P Retail Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Spdr Series Tr Spdr S&P Retail stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 12,220 shares of XRT stock, worth $970,145. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,220
Previous 12,220 -0.0%
Holding current value
$970,145
Previous $844,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
SELL
$66.62 - $81.69 $800,306 - $981,341
-12,013 Reduced 49.57%
12,220 $844,000
Q4 2024

Feb 14, 2025
BUY
$74.89 - $84.46 $1.59 Million - $1.8 Million
21,278 Added 720.07%
24,233 $1.93 Million
Q2 2024

Aug 14, 2024
SELL
$70.66 - $78.56 $120,263 - $133,709
-1,702 Reduced 36.55%
2,955 $221,000
Q1 2024

May 14, 2024
BUY
$68.22 - $78.99 $317,700 - $367,856
4,657 New
4,657 $367,000

Others Institutions Holding XRT

# of Institutions
178
Shares Held
29.6M
Call Options Held
9.78M
Put Options Held
17M
View Full List

About SPDR SERIES TR SPDR S&P RETAIL

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