Kovitz Investment Group Partners, LLC SPY Holdings History
Kovitz Investment Group Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 395,289.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.51 Mil. This investment constitutes 0.03% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Kovitz Investment Group Partners, LLC has made 15 purchases of SPY, at an average price of $482.82, for a total of 1.12 Mil shares. In addition, there have been 13 sales at an average price of $427.29 for 395,203.00 shares. Based on historical transaction data and SPY's current price of $634.42, Kovitz Investment Group Partners, LLC's estimated gain on his SPY holdings is $87.24 Mil, reflecting a 16.20% gain to date.
Kovitz Investment Group Partners, LLC SPY ($634.42) Holding Chart
Kovitz Investment Group Partners, LLC SPY ($634.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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