XLF — SELECT SECTOR SPDR TR

Ownership history in Compton Financial Group, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Compton Financial Group, LLC reported a position in SELECT SECTOR SPDR TR (XLF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.08% (2025 Q2)
Avg. % of fund
2.06%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 157,389 +4,592 +3.0% 2.04% $8.5M $53.68
2025 Q2 ADDED 152,797 +9,622 +6.7% 2.08% $8.0M $52.02
2025 Q1 INITIATED 143,175 — — 2.05% $7.1M $49.30
% of Fund (quarterly)    XLF price (monthly, adj. close)

Other funds also holding XLF

As of 2025 Q4 — sorted by position size

TIFF ADVISORY SERVICES, LLC 3Y 7Y 26.88% Main Management ETF Advisors, LLC 3Y 7Y 14.66% Marks Wealth, LLC 3Y 12.29% EHP Funds Inc. 3Y 10.9% IMZ Advisory Inc 10.63% WestEnd Advisors, LLC 3Y 7Y 10.15% Main Management Fund Advisors LLC 3Y 9.98% INNEALTA CAPITAL, LLC 3Y 7Y 8.63% Yelin Lapidot Holdings Management Ltd. 8.4% Lakeshore Financial Planning, Inc. 8.39%
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