CFML
XLF icon

COMPASS FINANCIAL MANAGEMENT LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71M Buy
+49,793
New +$2.59M 0.33% 81

Other funds holding XLF

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $2.21B AUM 22.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 49,793 shares worth $2.71M. The stake represents 0.33% of the portfolio and ranks #81 among its holdings.

1,500 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 49,793 shares of State Street Financial Select Sector SPDR ETF worth $2.71M as of Q2 2026.
  • State Street Financial Select Sector SPDR ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street Financial Select Sector SPDR ETF made up 0.33% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #81 holding.
  • 1,500 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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