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COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
+4,931
New +$1.1M 0.14% 173

Other funds holding XTL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 4,931 shares worth $1.12M. The stake represents 0.14% of the portfolio and ranks #173 among its holdings.

89 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 4,931 shares of State Street SPDR S&P Telecom ETF worth $1.12M as of Q2 2026.
  • State Street SPDR S&P Telecom ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street SPDR S&P Telecom ETF made up 0.14% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #173 holding.
  • 89 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

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