CBIZ Investment Advisory Services’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$109K	Hold	430	–	–	﹤0.01%	74
2025 Q1	$88.8K	Buy	+430	New	+$88.8K	﹤0.01%	84
2024 Q3	–	Sell	-51	Closed	-$11.5K	–	444
2024 Q2	$11.5K	Buy	+51	New	+$11.5K	﹤0.01%	243