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COMPASS FINANCIAL MANAGEMENT LLC’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.9M Buy
+82,605
New +$9.41M 1.07% 13

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XLC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 82,605 shares worth $8.9M. The stake represents 1.07% of the portfolio and ranks #13 among its holdings.

902 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 82,605 shares of State Street Communication Services Select Sector SPDR ETF worth $8.9M as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 1.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #13 holding.
  • 902 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.