Compass Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
Other funds holding XLK
Compass Financial Management's XLK Position: Q3 2026 in Review
Compass Financial Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.5% in Q3 2026, buying an estimated $1.51M and bringing the position to 116,979 shares worth $22.9M. The position accounts for 2.47% of the portfolio, ranked #4.
Compass Financial Management first reported a position in XLK in Q2 2026 and has held it in 2 quarters since. 2,214 funds tracked by Wall St. Rank hold XLK as of Q3 2026.
- Compass Financial Management held 116,979 shares of State Street Technology Select Sector SPDR ETF worth $22.9M as of Q3 2026.
- Compass Financial Management bought 8,204 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $1.51M.
- State Street Technology Select Sector SPDR ETF made up 2.47% of Compass Financial Management's portfolio in Q3 2026, its #4 holding.
- Compass Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
- 2,214 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.
Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.