Compass Wealth Management, Llc/Ga Consumer Staples Sector Spdr Transaction History
Compass Wealth Management, Llc/Ga
- $226 Billion
- Q3 2025
A detailed history of Compass Wealth Management, Llc/Ga transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 58,287 shares of XLP stock, worth $4.43 Million. This represents 2.02% of its overall portfolio holdings.
Number of Shares
58,287
Previous 54,109
7.72%
Holding current value
$4.43 Million
Previous $4.38 Billion
4.26%
% of portfolio
2.02%
Previous 2.34%
Shares
2 transactions
Others Institutions Holding XLP
# of Institutions
1,383Shares Held
205MCall Options Held
5.46MPut Options Held
43.2M-
Bank Of America Corp Charlotte, NC26.6MShares$2.02 Billion0.14% of portfolio
-
Goldman Sachs Group Inc New York, NY12.5MShares$948 Million0.12% of portfolio
-
Morgan Stanley New York, NY9.96MShares$757 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$740 Million0.05% of portfolio
-
Barclays PLC London, X08.79MShares$668 Million0.08% of portfolio