Kovitz Investment Group Partners, LLC

SEC CIK: 0001665198
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Kovitz Investment Group Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overview All 13F holders of SPY Full Q2 2026 holdings

Shares (Q2 2026): 329,739
Value: $246.2M
% of portfolio: 5.5%
Quarters held: 22; Since Q1 2021

Holdings of SPY by Kovitz Investment Group Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	329,739	$246.2M	5.5%	−123,440−27.2%	Reduced	Holders
Q1 2026	453,179	$294.7M	6.8%	−11,937−2.6%	Reduced	Holders
Q4 2025	465,116	$317.2M	7.0%	−327,483−41.3%	Reduced	Holders
Q3 2025	792,599	$528.2M	2.1%	+40,935+5.4%	Added	Holders
Q2 2025	751,664	$464.6M	2.0%	+31,451+4.4%	Added	Holders
Q1 2025	720,213	$402.9M	2.0%	+42,722+6.3%	Added	Holders
Q4 2024	677,491	$397.1M	1.9%	−54,708−7.5%	Reduced	Holders
Q3 2024	732,199	$350.6M	2.5%	+118,086+19.2%	Added	Holders
Q2 2024	614,113	$334.4M	2.9%	+552,409+895.3%	Added	Holders
Q1 2024	61,704	$32.3M	0.4%	+39,108+173.1%	Added	Holders
Q4 2023	22,596	$10.7M	0.2%	+861+4.0%	Added	Holders
Q3 2023	21,735	$9.29M	0.2%	−2,804−11.4%	Reduced	Holders
Q2 2023	24,539	$10.9M	0.2%	−41,150−62.6%	Reduced	Holders
Q1 2023	65,689	$26.9M	0.5%	−137,853−67.7%	Reduced	Holders
Q4 2022	203,542	$77.8M	1.5%	+139,763+219.1%	Added	Holders
Q3 2022	63,779	$22.8M	0.5%	−80,734−55.9%	Reduced	Holders
Q2 2022	144,513	$54.5M	1.2%	+102,714+245.7%	Added	Holders
Q1 2022	41,799	$18.9M	0.4%	−12,431−22.9%	Reduced	Holders
Q4 2021	54,230	$21.9M	0.5%	+15,290+39.3%	Added	Holders
Q3 2021	38,940	$16.7M	0.3%	+817+2.1%	Added	Holders
Q2 2021	38,123	$16.3M	0.3%	+3,532+10.2%	Added	Holders
Q1 2021	34,591	$13.7M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.