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COMPASS FINANCIAL MANAGEMENT LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.6M Buy
+108,775
New +$18.6M 2.48% 3

Other funds holding XLK

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 108,775 shares worth $20.6M. The stake represents 2.48% of the portfolio and ranks #3 among its holdings.

2,192 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 108,775 shares of State Street Technology Select Sector SPDR ETF worth $20.6M as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 2.48% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #3 holding.
  • 2,192 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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