Technology SPDR shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Technology SPDR (XLK) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Technology SPDR
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Quarterly reported holdings in Technology SPDR by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $527k | 1.9k | 281.86 |
| 2025-06-30 | $486k | 1.9k | 253.23 |
| 2025-03-31 | $562k | 2.7k | 206.48 |
| 2024-12-31 | $688k | 3.0k | 232.52 |
| 2024-09-30 | $658k | 2.9k | 225.76 |
| 2024-06-30 | $670k | 3.0k | 226.23 |
| 2024-03-31 | $617k | 3.0k | 208.27 |
| 2023-12-31 | $570k | 3.0k | 192.48 |
| 2023-09-30 | $504k | 3.1k | 163.93 |
| 2023-06-30 | $535k | 3.1k | 173.86 |
| 2023-03-31 | $472k | 3.1k | 151.01 |
| 2022-12-31 | $389k | 3.1k | 124.44 |