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Energy Select Sector SPDR shares owned by Compass Financial Services

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

Historical chart of Compass Financial Services 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 Services 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 Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $167k 1.9k 89.36
2025-06-30 $157k 1.9k 84.82
2025-03-31 $271k 2.9k 93.46
2024-12-31 $212k 2.5k 85.67

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

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