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CBIZ Investment Advisory Services’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

CBIZ Investment Advisory Services’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-87
Closed -$7.45K – 442
2024
Q2 		$7.45K Buy
+87
New +$7.17K ﹤0.01% 273

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CBIZ Investment Advisory Services's XLC Position: Q3 2024 in Review

CBIZ Investment Advisory Services sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2024, closing a stake of 87 shares — an estimated $7.45K sold.

CBIZ Investment Advisory Services first reported a position in XLC in Q2 2024 and held it in 1 quarter. The position peaked at $7.45K in Q2 2024. 959 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

  • CBIZ Investment Advisory Services reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2024 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 87 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $7.45K.
  • CBIZ Investment Advisory Services first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's State Street Communication Services Select Sector SPDR ETF position peaked at $7.45K in Q2 2024.
  • 959 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.