Compass Wealth Management, Llc/Ga Select Sector Spdr Consumer Di 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 Consumer Di stock. As of the latest transaction made, Compass Wealth Management, Llc/Ga holds 20,411 shares of XLY stock, worth $4.71 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
20,411
Previous 19,463 4.87%
Holding current value
$4.71 Million
Previous $4.23 Billion 15.64%
% of portfolio
2.17%
Previous 2.26%

Shares

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

Nov 13, 2025
BUY
$216.09 - $242.18 $204,853 - $229,586
948 Added 4.87%
20,411 $4.89 Billion
Q2 2025

Aug 14, 2025
BUY
$176.34 - $218.59 $3.43 Million - $4.25 Million
19,463 New
19,463 $4.23 Billion

Others Institutions Holding XLY

# of Institutions
1,500
Shares Held
88M
Call Options Held
5.19M
Put Options Held
12.7M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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