Compass Financial Group (Florida)’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Compass Financial Group (Florida)’s Portfolio XLU Stock Details XLU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.18M	Buy
2025 Q4	$2.02M	Sell
2025 Q3	$2.08M	Buy