Compass Financial Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Compass Financial Services’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20	Closed	-$1.12K	–	282
2025 Q4	$1.12K	Hold	20	–	–	﹤0.01%	277
2025 Q3	$1.09K	Hold	20	–	–	﹤0.01%	287
2025 Q2	$1.06K	Hold	20	–	–	﹤0.01%	281
2025 Q1	$1K	Buy	20 +7	+54%	+$351	﹤0.01%	273
2024 Q4	$613	Buy	+13	New	+$629	﹤0.01%	196

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Compass Financial Services's XLF Position: Q1 2026 in Review

Compass Financial Services sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 20 shares — an estimated $1.12K sold.

Compass Financial Services first reported a position in XLF in Q4 2024 and held it in 5 quarters. The position peaked at $1.12K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Compass Financial Services reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Compass Financial Services sold 20 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $1.12K.
Compass Financial Services first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and held it in 5 quarters.
Compass Financial Services's State Street Financial Select Sector SPDR ETF position peaked at $1.12K in Q4 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.