Financial Select Sector SPDR shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $484k | 5.8k | 83.93 |
| 2025-03-31 | $114k | 2.3k | 49.80 |
| 2024-12-31 | $111k | 2.3k | 48.32 |
| 2024-09-30 | $97k | 2.2k | 45.31 |
| 2024-06-30 | $88k | 2.2k | 41.10 |
| 2024-03-31 | $91k | 2.2k | 42.11 |
| 2023-12-31 | $81k | 2.2k | 37.59 |
| 2023-09-30 | $71k | 2.2k | 33.16 |
| 2023-06-30 | $106k | 3.2k | 33.71 |
| 2023-03-31 | $101k | 3.2k | 32.15 |
| 2022-12-31 | $121k | 3.6k | 34.20 |