Compass Wealth Management, Llc/Ga Select Sector Spdr Fund Health Transaction History

Compass Wealth Management, Llc/Ga

  • $226 Billion
  • Q3 2025

A detailed history of Compass Wealth Management, Llc/Ga transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 60,202 shares of XLV stock, worth $9.14 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
60,202
Previous 55,397 8.67%
Holding current value
$9.14 Million
Previous $7.47 Billion 12.21%
% of portfolio
3.71%
Previous 4.0%

Shares

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

Nov 13, 2025
BUY
$129.01 - $139.72 $619,893 - $671,354
4,805 Added 8.67%
60,202 $8.38 Billion
Q2 2025

Aug 14, 2025
BUY
$128.77 - $144.3 $7.13 Million - $7.99 Million
55,397 New
55,397 $7.47 Billion

Others Institutions Holding XLV

# of Institutions
1,963
Shares Held
198M
Call Options Held
13.5M
Put Options Held
19M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Compass Wealth Management, Llc/Ga Portfolio

Follow Compass Wealth Management, Llc/Ga and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Wealth Management, Llc/Ga, based on Form 13F filings with the SEC.

News

Stay updated on Compass Wealth Management, Llc/Ga with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email