CWMG
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Compass Wealth Management (Georgia)’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Compass Wealth Management (Georgia)’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.52M Buy
+30,856
New +$2.52M 1.35% 22