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Compass Financial Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Compass Financial Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.9M Buy
+82,605
New +$9.41M 1.07% 13

Other funds holding XLC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's XLC Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q2 2026: 82,605 shares worth $8.9M. The stake represents 1.07% of the portfolio and ranks #13 among its holdings.

1,106 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Compass Financial Management held 82,605 shares of State Street Communication Services Select Sector SPDR ETF worth $8.9M as of Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF was a new Compass Financial Management position in Q2 2026.
  • State Street Communication Services Select Sector SPDR ETF made up 1.07% of Compass Financial Management's portfolio in Q2 2026, its #13 holding.
  • 1,106 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.