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Compass Financial Services’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Compass Financial Services’s Portfolio XLP Stock Details XLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-102
Closed -$7.94K – 284
2025
Q4 		$7.94K Buy
102
+1
+1% +$78 ﹤0.01% 210
2025
Q3 		$7.95K Hold
101
– – ﹤0.01% 220
2025
Q2 		$8.15K Buy
+101
New +$8.19K ﹤0.01% 207

Other funds holding XLP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Compass Financial Services sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2026, closing a stake of 102 shares — an estimated $7.94K sold.

Compass Financial Services first reported a position in XLP in Q2 2025 and held it in 3 quarters. The position peaked at $8.15K in Q2 2025. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Compass Financial Services reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 102 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $7.94K.
  • Compass Financial Services first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and held it in 3 quarters.
  • Compass Financial Services's State Street Consumer Staples Select Sector SPDR ETF position peaked at $8.15K in Q2 2025.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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