CBIZ Investment Advisory Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$74.1K	Hold	1,500	–	–	﹤0.01%	73
2025 Q4	$82.2K	Buy	+1,500	New	+$79.9K	﹤0.01%	100
2025 Q2	–	Sell	-316	Closed	-$15.7K	–	767
2025 Q1	$15.7K	Buy	316 +2	+0.6%	+$100	﹤0.01%	264
2024 Q4	$15.2K	Buy	314 +1	+0.3%	+$48	﹤0.01%	247
2024 Q3	$14.2K	Buy	313 +79	+34%	+$3.45K	﹤0.01%	243
2024 Q2	$9.62K	Buy	+234	New	+$9.63K	﹤0.01%	255
2020 Q2	–	Hold	0	–	-$1K	–	217
2020 Q1	–	Hold	0	–	–	–	212
2019 Q4	–	Hold	0	–	–	–	138

Other funds holding XLF

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return