CBIZ Investment Advisory Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$273K Sell
2,052
-860
-30% -$121K 0.01% 42
2025
Q4
$419K Buy
2,912
+2,052
+239% +$296K 0.02% 39
2025
Q3
$121K Hold
860
﹤0.01% 70
2025
Q2
$109K Hold
860
﹤0.01% 74
2025
Q1
$88.8K Buy
+860
New +$97.5K ﹤0.01% 84
2024
Q3
Sell
-102
Closed -$11.5K 444
2024
Q2
$11.5K Buy
+102
New +$10.7K ﹤0.01% 243

Other funds holding XLK

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

CBIZ Investment Advisory Services reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 30% in Q1 2026, selling an estimated $121K and leaving 2,052 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #42.

CBIZ Investment Advisory Services first reported a position in XLK in Q2 2024 and has held it in 6 quarters since. The position peaked at $419K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • CBIZ Investment Advisory Services held 2,052 shares of State Street Technology Select Sector SPDR ETF worth $273K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 860 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $121K.
  • State Street Technology Select Sector SPDR ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #42 holding.
  • CBIZ Investment Advisory Services first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's State Street Technology Select Sector SPDR ETF position peaked at $419K in Q4 2025.
  • 2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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