Compass Wealth Management LLC Energy Sector Spdr Transaction History

Compass Wealth Management LLC

$448 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 17, 2023	BUY	$76.09 - $94.08 $18,261 - $22,579	240 New	240 $21 Million

Others Institutions Holding XLE

# of Institutions

2,128

Shares Held

235M

Call Options Held

60.3M

Put Options Held

121M

Bank Of America Corp Charlotte, NC

26.6M
Shares

$2.42 Billion
0.17% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$1.64 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$1.34 Billion
0.27% of portfolio
Goldman Sachs Group Inc New York, NY

12.8M
Shares

$1.17 Billion
0.15% of portfolio
Proficio Capital Partners LLC Newton, MA

10.2M
Shares

$924 Million
4.28% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
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