CBIZ Investment Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-868	Closed	-$38.8K	–	753
2025 Q4	$38.8K	Hold	868	–	–	﹤0.01%	170
2025 Q3	$38.8K	Hold	868	–	–	﹤0.01%	153
2025 Q2	$36.8K	Hold	868	–	–	﹤0.01%	162
2025 Q1	$40.6K	Buy	+868	New	+$39.1K	﹤0.01%	134
2024 Q3	–	Sell	-102	Closed	-$4.65K	–	441
2024 Q2	$4.65K	Buy	+102	New	+$4.75K	﹤0.01%	300
2020 Q1	–	Hold	0	–	–	–	163
2019 Q4	–	Hold	0	–	–	–	118

Other funds holding XLE

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

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

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

CBIZ Investment Advisory Services sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2026, closing a stake of 868 shares — an estimated $38.8K sold.

CBIZ Investment Advisory Services first reported a position in XLE in Q2 2024 and held it in 5 quarters. The position peaked at $40.6K in Q1 2025. 2,101 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 868 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $38.8K.
CBIZ Investment Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2024 and held it in 5 quarters.
CBIZ Investment Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $40.6K in Q1 2025.
2,101 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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