Compass Wealth Management, LLC/GA's ownership history for XLY


Compass Wealth Management, LLC/GA currently holds 45.5K shares with a market value of $5.4M. It started holding XLY on 2025-06-30. At its peak, it held 45.5K shares on 2025-12-31. Its highest holding value was $5.4M on 2025-12-31. At its lowest, it held 19.5K shares on 2025-06-30, with a value of $4.2M on 2025-06-30. In the recent 180 days, Compass Wealth Management, LLC/GA has increased its shares by 26.1K.


Compass Wealth Management, LLC/GA's ownership history for XLY