SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

CBIZ Investment Advisory Services, LLC's Holding History (CIK: 0001795934)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 868 Value ($000) $39 Avg Close — Range —
Q3 2025
Shares 434 Value ($000) $39 Avg Close — Range —
Q2 2025
Shares 434 Value ($000) $37 Avg Close — Range —
Q1 2025
Shares 434 Value ($000) $41 Avg Close — Range —
Q2 2024
Shares 51 Value ($000) $5 Avg Close — Range —
Q1 2020
Shares 235 Value ($000) $7 Avg Close — Range —
Q4 2019
Shares 235 Value ($000) $14 Avg Close — Range —