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 Q2	$74.1K	Hold	1,500	–	–	﹤0.01%	73
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	–	765
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 Q1	–	Hold	0	–	–	–	212
2019 Q4	–	Hold	0	–	–	–	138

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CBIZ Investment Advisory Services's XLF Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 1,500 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #73.

CBIZ Investment Advisory Services first reported a position in XLF in Q2 2024 and has held it in 7 quarters since. The position peaked at $82.2K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

CBIZ Investment Advisory Services held 1,500 shares of State Street Financial Select Sector SPDR ETF worth $74.1K as of Q2 2026.
CBIZ Investment Advisory Services left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #73 holding.
CBIZ Investment Advisory Services first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2024 and has held it in 7 quarters since.
CBIZ Investment Advisory Services's State Street Financial Select Sector SPDR ETF position peaked at $82.2K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.