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

Compass Wealth Management (Georgia)’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.91M	Buy	50,428 +1,256	+3%	+$147K	2.36%	16
2026 Q1	$5.36M	Buy	49,172 +3,642	+8%	+$426K	2.29%	16
2025 Q4	$5.44M	Buy	45,530 +4,708	+12%	+$558K	2.24%	15
2025 Q3	$4.89M	Buy	40,822 +1,896	+5%	+$217K	2.17%	16
2025 Q2	$4.23M	Buy	+38,926	New	+$3.98M	2.26%	17

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Compass Wealth Management (Georgia) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.6% in Q2 2026, buying an estimated $147K and bringing the position to 50,428 shares worth $5.91M. The position accounts for 2.36% of the portfolio, ranked #16.

Compass Wealth Management (Georgia) first reported a position in XLY in Q2 2025 and has held it in 5 quarters since. 1,311 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Compass Wealth Management (Georgia) held 50,428 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $5.91M as of Q2 2026.
Compass Wealth Management (Georgia) bought 1,256 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $147K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 2.36% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #16 holding.
Compass Wealth Management (Georgia) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
1,311 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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