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

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Financial Sector Spdr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 176,270 shares of XLF stock, worth $9.25 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
176,270
Previous 165,556 6.47%
Holding current value
$9.25 Million
Previous $8.67 Billion 9.52%
% of portfolio
4.21%
Previous 4.64%

Shares

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

Nov 13, 2025
BUY
$51.37 - $54.25 $550,378 - $581,234
10,714 Added 6.47%
176,270 $9.5 Billion
Q2 2025

Aug 14, 2025
BUY
$43.92 - $52.37 $7.27 Million - $8.67 Million
165,556 New
165,556 $8.67 Billion

Others Institutions Holding XLF

# of Institutions
2,165
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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