Compass Financial Group, Inc. (Ohio) / SPY
Compass Financial Group, Inc. (Ohio)’s State Str Spdr S&P 500 Etf T Position
Does Compass Financial Group, Inc. (Ohio) own State Str Spdr S&P 500 Etf T (SPY)? Yes — 32.0K shares worth $21M (+15.25% of its 13F portfolio) as of Q1 2026.
Position Value
$21M
Q1 2026
Shares
32.0K
% of Portfolio
+15.25%
Quarters Held
1
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 32.0K | $21M | +15.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Compass Financial Group, Inc. (Ohio)’s full portfolio or all institutional holders of SPY.