Compass Wealth Management, Llc/Ga Industrial Sector Spdr Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Industrial Sector Spdr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 46,528 shares of XLI stock, worth $7.07 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares
46,528
Previous 44,095 5.52%
Holding current value
$7.07 Million
Previous $6.5 Billion 10.32%
% of portfolio
3.18%
Previous 3.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$147.94 - $154.99 $359,938 - $377,090
2,433 Added 5.52%
46,528 $7.18 Billion
Q2 2025

Aug 14, 2025
BUY
$116.42 - $147.52 $5.13 Million - $6.5 Million
44,095 New
44,095 $6.5 Billion

Others Institutions Holding XLI

# of Institutions
1,650
Shares Held
142M
Call Options Held
36.1M
Put Options Held
34.7M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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