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Watts Gwilliam & Co’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Watts Gwilliam & Co’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$499K Buy
+81,500
New +$52.2M 0.08% 135
2025
Q2 		– Sell
-65,500
Closed -$525K – 237
2025
Q1 		$525K Buy
65,500
+45,500
+228% +$26.7M 0.11% 122
2024
Q4 		$168K Buy
+20,000
New +$11.8M 0.04% 203

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watts Gwilliam & Co's SPY Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.01% in Q3 2025, selling an estimated $2.56K and leaving 31,803 shares worth $21.2M. The position accounts for 3.42% of the portfolio, ranked #5.

Watts Gwilliam & Co first reported a position in SPY in Q1 2024 and has held it in 6 quarters since. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • Watts Gwilliam & Co held 31,803 shares of State Street SPDR S&P 500 ETF Trust worth $21.2M as of Q3 2025.
  • Watts Gwilliam & Co sold 4 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $2.56K.
  • State Street SPDR S&P 500 ETF Trust made up 3.42% of Watts Gwilliam & Co's portfolio in Q3 2025, its #5 holding.
  • Watts Gwilliam & Co first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2024 and has held it in 6 quarters since.
  • 4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.