CBIZ Investment Advisory Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

CBIZ Investment Advisory Services’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596	Hold	10	–	–	﹤0.01%	396
2026 Q1	$596	Hold	10	–	–	﹤0.01%	396
2025 Q4	$607	Hold	10	–	–	﹤0.01%	733
2025 Q3	$594	Hold	10	–	–	﹤0.01%	633
2025 Q2	$558	Hold	10	–	–	﹤0.01%	631
2025 Q1	$530	Hold	10	–	–	﹤0.01%	549
2024 Q4	$555	Hold	10	–	–	﹤0.01%	443
2024 Q3	$528	Hold	10	–	–	﹤0.01%	385
2024 Q2	$464	Hold	10	–	–	﹤0.01%	385
2024 Q1	$471	Buy	+10	New	+$449	﹤0.01%	344

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CBIZ Investment Advisory Services's KBE Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P Bank ETF (KBE) position steady in Q2 2026 at 10 shares worth $596. The position accounts for ﹤0.01% of the portfolio, ranked #396.

CBIZ Investment Advisory Services first reported a position in KBE in Q1 2024 and has held it in 10 quarters since. The position peaked at $607 in Q4 2025. 265 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

CBIZ Investment Advisory Services held 10 shares of State Street SPDR S&P Bank ETF worth $596 as of Q2 2026.
CBIZ Investment Advisory Services left its State Street SPDR S&P Bank ETF share count unchanged in Q2 2026.
State Street SPDR S&P Bank ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #396 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P Bank ETF in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P Bank ETF position peaked at $607 in Q4 2025.
265 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.