Compass Wealth Management LLC Utilities Sector Spdr Put Options Transaction History

Compass Wealth Management LLC

$448 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding XLU

# of Institutions

1,653

Shares Held

157M

Call Options Held

15.4M

Put Options Held

35.9M

Morgan Stanley New York, NY

12.9M
Shares

$1.15 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

11.9M
Shares

$1.06 Billion
0.07% of portfolio
Proficio Capital Partners LLC Newton, MA

8.83M
Shares

$787 Million
3.58% of portfolio
Jpmorgan Chase & CO New York, NY

8.47M
Shares

$755 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

7.21M
Shares

$643 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Compass Wealth Management LLC with notifications on news.