Position history for Kovitz Investment Group Partners, LLC's holdings in SPDR S&P 500 ETF TR
Kovitz Investment Group Partners, LLC holds 465,116 shares of SPY (SPDR S&P 500 ETF TR), worth $317.2M as of 2025-Q4. The position was decreased (-41.3% shares). SPY represents 7.0% of Kovitz Investment Group Partners, LLC's portfolio.
Current Value
$317.2M
Current Shares
465,116
Total Value Change
-$17.3M
Total Shares Change
-148,997
Other major holders of SPY: BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 465,116 |
-41.3% |
| $317.2M |
| 7.0% |
| $687.01 |
0 |
| 2025-Q3 | Increased | 792,599 | +5.5% | $528.2M | 2.1% | $661.72 | 57 |
| 2025-Q2 | Increased | 751,664 | +4.4% | $464.6M | 2.0% | $611.40 | 51 |
| 2025-Q1 | Increased | 720,213 | +6.3% | $402.9M | 2.0% | $550.86 | 57 |
| 2024-Q4 | Decreased | 677,491 | -7.5% | $397.1M | 1.9% | $581.39 | 0 |
| 2024-Q3 | Increased | 732,199 | +19.2% | $350.6M | 2.5% | $562.94 | 63 |
| 2024-Q2 | Increased | 614,113 | +895.3% | $334.4M | 2.9% | $534.46 | 86 |