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Health Care SPDR shares owned by Compass Financial Services

Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in Health Care SPDR

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All positions including Health Care 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 Health Care SPDR by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 24 139.54
2025-06-30 $3.2k 24 135.08
2025-03-31 $1.5k 10 146.60
2024-12-31 $825 6 137.50

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 Health Care SPDR

Jpmorgan Chase & Co
Morgan Stanley
Jane Street
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
UBS Group
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Nissay Asset Management Corp
Citadel Advisors
Caisse de depot et placement du Quebec
Royal Bank of Canada
Harel Insurance Investments & Financial Services

View all funds holding Health Care SPDR