CBIZ Investment Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$687K	Buy	1,056 +2	+0.2%	+$1.36K	0.03%	27
2025 Q4	$719K	Buy	1,054 +918	+675%	+$620K	0.03%	31
2025 Q3	$90.8K	Sell	136 -33	-20%	-$21.2K	﹤0.01%	84
2025 Q2	$104K	Buy	169 +2	+1%	+$1.14K	﹤0.01%	77
2025 Q1	$93.8K	Sell	167 -427	-72%	-$251K	﹤0.01%	83
2024 Q4	$349K	Buy	594 +1	+0.2%	+$589	0.02%	40
2024 Q3	$342K	Hold	593	–	–	0.02%	38
2024 Q2	$324K	Hold	593	–	–	0.02%	38
2024 Q1	$311K	Buy	593 +100	+20%	+$49.8K	0.02%	38
2023 Q4	$235K	Hold	493	–	–	0.02%	43
2023 Q3	$212K	Hold	493	–	–	0.02%	32
2023 Q2	$219K	Hold	493	–	–	0.02%	29
2023 Q1	$203K	Buy	+493	New	+$197K	0.02%	33
2022 Q3	–	Sell	-13,571	Closed	-$5.12M	–	32
2022 Q2	$5.12M	Hold	13,571	–	–	0.47%	15
2022 Q1	$6.13M	Buy	13,571 +157	+1%	+$69.9K	0.5%	6
2021 Q4	$6.37M	Buy	+13,414	New	+$6.16M	0.5%	13
2021 Q3	–	Hold	0	–	–	–	12
2021 Q2	–	Hold	0	–	–	–	13
2021 Q1	–	Hold	0	–	–	–	8
2020 Q4	–	Hold	0	–	–	–	32
2020 Q3	–	Hold	0	–	–	–	34
2020 Q2	–	Hold	0	–	–	–	38
2020 Q1	–	Hold	0	–	–	–	42
2019 Q4	–	Hold	0	–	–	–	44

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CBIZ Investment Advisory Services's SPY Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.19% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,056 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #27.

CBIZ Investment Advisory Services first reported a position in SPY in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.37M in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

CBIZ Investment Advisory Services held 1,056 shares of State Street SPDR S&P 500 ETF Trust worth $687K as of Q1 2026.
CBIZ Investment Advisory Services bought 2 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.36K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #27 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 16 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $6.37M in Q4 2021.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.