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

Compass Wealth Management (Georgia)’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.9M Buy
+114,699
New +$19.6M 8.71% 2

Other funds holding XLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Compass Wealth Management (Georgia) opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 114,699 shares worth $21.9M. The stake represents 8.71% of the portfolio and ranks #2 among its holdings.

955 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Compass Wealth Management (Georgia) held 114,699 shares of State Street Technology Select Sector SPDR ETF worth $21.9M as of Q2 2026.
  • State Street Technology Select Sector SPDR ETF was a new Compass Wealth Management (Georgia) position in Q2 2026.
  • State Street Technology Select Sector SPDR ETF made up 8.71% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #2 holding.
  • 955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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