Compass Wealth Management (Georgia)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$5.28M Buy
47,606
+1,968
+4% +$219K 2.09% 17
2026
Q2
$4.89M Buy
45,638
+795
+2% +$90.6K 1.95% 17
2026
Q1
$4.97M Buy
44,843
+2,294
+5% +$266K 2.12% 17
2025
Q4
$5.01M Buy
42,549
+3,394
+9% +$391K 2.06% 17
2025
Q3
$4.63M Buy
39,155
+1,332
+4% +$148K 2.05% 18
2025
Q2
$4.1M Buy
+37,823
New +$3.73M 2.2% 18

Other funds holding XLC

Compass Wealth Management (Georgia)'s XLC Position: Q3 2026 in Review

Compass Wealth Management (Georgia) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 4.3% in Q3 2026, buying an estimated $219K and bringing the position to 47,606 shares worth $5.28M. The position accounts for 2.09% of the portfolio, ranked #17.

Compass Wealth Management (Georgia) first reported a position in XLC in Q2 2025 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Compass Wealth Management (Georgia) held 47,606 shares of State Street Communication Services Select Sector SPDR ETF worth $5.28M as of Q3 2026.
  • Compass Wealth Management (Georgia) bought 1,968 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $219K.
  • State Street Communication Services Select Sector SPDR ETF made up 2.09% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #17 holding.
  • Compass Wealth Management (Georgia) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.