Kovitz Investment Group Partners, LLC's ownership history for SPY

Kovitz Investment Group Partners, LLC currently holds 465.1K shares with a market value of $317.2M. It started holding SPY on 2024-09-30. At its peak, it held 792.6K shares on 2025-09-30. Its highest holding value was $528.2M on 2025-09-30. At its lowest, it held 465.1K shares on 2025-12-31, with a value of $317.2M on 2025-12-31. In the recent 180 days, Kovitz Investment Group Partners, LLC has decreased its shares by 286.5K. In the recent year, Kovitz Investment Group Partners, LLC has decreased its shares by 191.0K.

It has also owned 89.91 contracts of calls, with the market value of the underlying securities totaling $1.6M on 2024-09-30. At its peak, it held 89.91 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $3.5M on 2024-09-30. At its lowest, it held 25.17 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $624.2K on 2025-06-30. In the recent 180 days, Kovitz Investment Group Partners, LLC has increased its holdings by 17.810000000000002 contracts.

It has also owned 6.0K contracts of puts, with the market value of the underlying securities totaling $5.3M on 2024-09-30. At its peak, it held 7.4K contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $6.5M on 2025-03-31. At its lowest, it held 4.0K contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $3.8M on 2025-06-30. In the recent 180 days, Kovitz Investment Group Partners, LLC has increased its holdings by 2.1K contracts. In the recent year, Kovitz Investment Group Partners, LLC has increased its holdings by 457.7K contracts.