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Compass Wealth Management (Georgia)’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Compass Wealth Management (Georgia)’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
Q2 		$12M Buy
223,162
+5,319
+2% +$276K 4.77% 7
2026
Q1 		$10.8M Buy
217,843
+19,506
+10% +$1.02M 4.59% 8
2025
Q4 		$10.9M Buy
198,337
+22,067
+13% +$1.18M 4.47% 7
2025
Q3 		$9.5M Buy
176,270
+10,714
+6% +$568K 4.21% 9
2025
Q2 		$8.67M Buy
+165,556
New +$8.19M 4.64% 6

Other funds holding XLF

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Compass Wealth Management (Georgia) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 2.4% in Q2 2026, buying an estimated $276K and bringing the position to 223,162 shares worth $12M. The position accounts for 4.77% of the portfolio, ranked #7.

Compass Wealth Management (Georgia) first reported a position in XLF in Q2 2025 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

  • Compass Wealth Management (Georgia) held 223,162 shares of State Street Financial Select Sector SPDR ETF worth $12M as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 5,319 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $276K.
  • State Street Financial Select Sector SPDR ETF made up 4.77% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #7 holding.
  • Compass Wealth Management (Georgia) first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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