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

Compass Wealth Management’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
2025 Q2	–	Sell	-48	Closed	-$3.92K	–	427
2025 Q1	$3.92K	Hold	48	–	–	﹤0.01%	388
2024 Q4	$3.77K	Hold	48	–	–	﹤0.01%	370
2024 Q3	$3.98K	Hold	48	–	–	﹤0.01%	376
2024 Q2	$3.68K	Hold	48	–	–	﹤0.01%	381
2024 Q1	$3.67K	Hold	48	–	–	﹤0.01%	369
2023 Q4	$3.46K	Hold	48	–	–	﹤0.01%	362
2023 Q3	$3.3K	Hold	48	–	–	﹤0.01%	375
2023 Q2	$3.56K	Hold	48	–	–	﹤0.01%	384
2023 Q1	$3.59K	Hold	48	–	–	﹤0.01%	393
2022 Q4	$3.58K	Buy	+48	New	+$3.5K	﹤0.01%	393

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Compass Wealth Management's XLP Position: Q2 2025 in Review

Compass Wealth Management sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2025, closing a stake of 48 shares — an estimated $3.92K sold.

Compass Wealth Management first reported a position in XLP in Q4 2022 and held it in 10 quarters. The position peaked at $3.98K in Q3 2024. 1,199 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

Compass Wealth Management reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 48 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $3.92K.
Compass Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.98K in Q3 2024.
1,199 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.