COMPASS FINANCIAL MANAGEMENT LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XLP Stock Details XLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85.5K	Buy	+1,029	New	+$85.9K	0.01%	582

Other funds holding XLP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 1,029 shares worth $85.5K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

1,021 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,029 shares of State Street Consumer Staples Select Sector SPDR ETF worth $85.5K as of Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #582 holding.
1,021 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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