Compass Wealth Management, Llc/Ga Energy Sector Spdr Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Energy Sector Spdr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 32,465 shares of XLE stock, worth $2.99 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
32,465
Previous 29,996 8.23%
Holding current value
$2.99 Million
Previous $2.54 Billion 14.01%
% of portfolio
1.28%
Previous 1.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$84.25 - $91.99 $208,013 - $227,123
2,469 Added 8.23%
32,465 $2.9 Billion
Q2 2025

Aug 14, 2025
BUY
$76.44 - $94.13 $2.29 Million - $2.82 Million
29,996 New
29,996 $2.54 Billion

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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