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

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Utilities Sector Spdr stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 32,818 shares of XLU stock, worth $2.91 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
32,818
Previous 30,856 6.36%
Holding current value
$2.91 Million
Previous $2.52 Billion 13.59%
% of portfolio
1.27%
Previous 1.35%

Shares

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

Nov 13, 2025
BUY
$81.14 - $87.32 $159,196 - $171,321
1,962 Added 6.36%
32,818 $2.86 Billion
Q2 2025

Aug 14, 2025
BUY
$73.09 - $82.77 $2.26 Million - $2.55 Million
30,856 New
30,856 $2.52 Billion

Others Institutions Holding XLU

# of Institutions
1,665
Shares Held
153M
Call Options Held
15.2M
Put Options Held
33.4M
View Full List

About UTILITIES SECTOR SPDR

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