CBIZ Investment Advisory Services’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$733	Hold	6	–	–	﹤0.01%	393
2025 Q4	$515	Buy	6 +4	+200%	+$316	﹤0.01%	740
2025 Q3	$145	Sell	2 -2	-50%	-$136	﹤0.01%	656
2025 Q2	$262	Hold	4	–	–	﹤0.01%	676
2025 Q1	$293	Hold	4	–	–	﹤0.01%	592
2024 Q4	$324	Hold	4	–	–	﹤0.01%	454
2024 Q3	$330	Sell	4 -4	-50%	-$349	﹤0.01%	394
2024 Q2	$751	Hold	8	–	–	﹤0.01%	374
2024 Q1	$768	Buy	+8	New	+$669	﹤0.01%	332

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

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

CBIZ Investment Advisory Services held its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) position steady in Q1 2026 at 6 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #393.

CBIZ Investment Advisory Services first reported a position in XES in Q1 2024 and has held it in 9 quarters since. The position peaked at $768 in Q1 2024. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

CBIZ Investment Advisory Services held 6 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $733 as of Q1 2026.
CBIZ Investment Advisory Services left its State Street SPDR S&P Oil & Gas Equipment & Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #393 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $768 in Q1 2024.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

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