CBIZ Investment Advisory Services »

Technology SPDR shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in Technology SPDR

Tip: Access up to 7 years of quarterly data

All positions including Technology SPDR held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Technology SPDR by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $121k 430 281.86
2025-06-30 $109k 430 253.23
2025-03-31 $89k 430 206.48
2024-06-30 $12k 51 226.24

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding Technology SPDR

Wells Fargo & Company
UBS Group
LPL Financial
Colony
Envestnet Asset Management
Ameriprise Financial
Migdal Insurance & Financial Holdings
Jane Street
Susquehanna International
Goldman Sachs Group
Branch Banking & Trust Company
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
WestEnd Advisors

View all funds holding Technology SPDR