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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$121K	Hold
2025 Q2	$109K	Hold
2025 Q1	$88.8K	Buy
2024 Q3	–	Sell
2024 Q2	$11.5K	Buy