Compass Wealth Management (Georgia)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Compass Wealth Management (Georgia)’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 Q2	$6.18M	Buy	74,355 +2,084	+3%	+$174K	2.46%	13
2026 Q1	$5.92M	Buy	72,271 +6,172	+9%	+$520K	2.53%	14
2025 Q4	$5.13M	Buy	66,099 +7,812	+13%	+$610K	2.11%	16
2025 Q3	$4.57M	Buy	58,287 +4,178	+8%	+$338K	2.02%	19
2025 Q2	$4.38M	Buy	+54,109	New	+$4.39M	2.34%	16

Other funds holding XLP

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Compass Wealth Management (Georgia) increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 2.9% in Q2 2026, buying an estimated $174K and bringing the position to 74,355 shares worth $6.18M. The position accounts for 2.46% of the portfolio, ranked #13.

Compass Wealth Management (Georgia) first reported a position in XLP in Q2 2025 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Compass Wealth Management (Georgia) held 74,355 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.18M as of Q2 2026.
Compass Wealth Management (Georgia) bought 2,084 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $174K.
State Street Consumer Staples Select Sector SPDR ETF made up 2.46% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #13 holding.
Compass Wealth Management (Georgia) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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