CWMG
XLC icon

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

Compass Wealth Management (Georgia)’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 		$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

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Compass Wealth Management (Georgia)'s XLC Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 1.8% in Q2 2026, buying an estimated $90.6K and bringing the position to 45,638 shares worth $4.89M. The position accounts for 1.95% of the portfolio, ranked #17.

Compass Wealth Management (Georgia) first reported a position in XLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.01M in Q4 2025. 354 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Compass Wealth Management (Georgia) held 45,638 shares of State Street Communication Services Select Sector SPDR ETF worth $4.89M as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 795 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $90.6K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.95% of Compass Wealth Management (Georgia)'s portfolio in Q2 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 5 quarters since.
  • Compass Wealth Management (Georgia)'s State Street Communication Services Select Sector SPDR ETF position peaked at $5.01M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.