Compass Financial Management »

Energy Select Sector SPDR shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management 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 Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Energy Select Sector SPDR by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 19k 55.58

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Energy Select Sector SPDR

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

View all funds holding Energy Select Sector SPDR