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Industrial SPDR shares owned by Compass Financial Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial SPDR held by Compass Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Industrial SPDR by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.2M 12k 185.50

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
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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 Industrial SPDR

Citigroup
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Goldman Sachs Group
Jane Street
Wells Fargo & Company
Elliott Investment Management
UBS Group
LPL Financial
Migdal Insurance & Financial Holdings
Menora Mivtachim Holdings
Susquehanna International
Phoenix Holdings
Fisher Investments

View all funds holding Industrial SPDR