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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
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 +$471 ﹤0.01% 344