Cbiz Investment Advisory Services, LLC Spdr S&P 500 ETF Trust Transaction History

Cbiz Investment Advisory Services, LLC

$2.26 Billion
Q2 2025

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 169 shares of SPY stock, worth $107,683. This represents 0.0% of its overall portfolio holdings.

Number of Shares

169

Previous 167 1.2%

Holding current value

$107,683

Previous $93,000 11.83%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$496.48 - $617.85 $992 - $1,235	2 Added 1.2%	169 $104,000
Q1 2025 Jun 03, 2025	SELL	$551.42 - $612.93 $770,333 - $856,263	-1,397 Reduced 89.32%	167 $93,000
Q1 2025 May 05, 2025	BUY	$551.42 - $612.93 $534,877 - $594,542	970 Added 163.3%	1,564 $874,000
Q4 2024 Feb 10, 2025	BUY	$567.81 - $607.81 $567 - $607	1 Added 0.17%	594 $348,000
Q1 2024 May 13, 2024	BUY	$467.28 - $523.17 $46,728 - $52,316	100 Added 20.28%	593 $310,000
Q1 2023 May 09, 2023	BUY	$379.5 - $416.78 $187,093 - $205,472	493 New	493 $201,000
Q1 2022 May 03, 2022	BUY	$416.25 - $477.71 $65,351 - $75,000	157 Added 1.17%	13,571 $6.13 Million
Q3 2021 Nov 12, 2021	BUY	$424.97 - $453.19 $5.3 Million - $5.65 Million	12,468 Added 1317.97%	13,414 $5.76 Million
Q2 2021 Aug 16, 2021	SELL	$400.61 - $428.06 $4.79 Million - $5.12 Million	-11,953 Reduced 92.67%	946 $5.74 Million
Q1 2021 May 17, 2021	BUY	$368.79 - $397.26 $4.52 Million - $4.86 Million	12,244 Added 1869.31%	12,899 $49.3 Million
Q4 2020 Feb 16, 2021	BUY	$326.54 - $373.88 $44,735 - $51,221	137 Added 26.45%	655 $194,000
Q1 2020 May 15, 2020	SELL	$222.95 - $338.34 $44,590 - $67,668	-200 Reduced 27.86%	518 $134,000
Q4 2019 Feb 12, 2020	BUY	$288.06 - $322.94 $206,827 - $231,870	718 New	718 $232,000

Others Institutions Holding SPY

# of Institutions

5,140

Shares Held

603M

Call Options Held

373M

Put Options Held

665M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Account

Cbiz Investment Advisory Services, LLC Spdr S&P 500 ETF Trust Transaction History