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Energy Select Sector SPDR shares owned by Compass Financial

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Compass Financial from 13F filings

Historical chart of Compass Financial investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Compass Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Compass Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 16k 89.34

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Dimensional Etf Trust National Municip (DFNM)
Innovator Etfs Tr russell 2000 p (KOCT)
Dimensional Etf Trust (DFAE)
Capital Group Core Plus Inco (CGCP)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)
SPDR DJ Wilshire Large Cap (SPLG)

View all positions for Compass Financial

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR