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Technology SPDR shares owned by Compass Financial Services

Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in Technology SPDR

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All positions including Technology 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 Technology SPDR by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $294k 1.0k 281.87
2025-06-30 $264k 1.0k 253.17
2025-03-31 $215k 1.0k 206.52
2024-12-31 $228k 981 232.63

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 Technology SPDR

Morgan Stanley
Wells Fargo & Company
LPL Financial
Colony
UBS Group
Envestnet Asset Management
Ameriprise Financial
Jane Street
Churchill Management Corp.
Susquehanna International
Goldman Sachs Group
Citadel Advisors
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding Technology SPDR