Watts Gwilliam & Co’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Watts Gwilliam & Co’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.07M	Buy	23,930 +58	+0.2%	+$2.54K	0.17%	87
2025 Q2	$1.07M	Sell	23,872 -2,122	-8%	-$88.4K	0.18%	86
2025 Q1	$1.21M	Sell	25,994 -2,030	-7%	-$91.5K	0.26%	73
2024 Q4	$1.23M	Sell	28,024 -3,504	-11%	-$159K	0.26%	76
2024 Q3	$1.44M	Buy	+31,528	New	+$1.41M	0.31%	67
2024 Q1	$1.35M	Buy	+28,758	New	+$1.24M	0.42%	53

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Watts Gwilliam & Co increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 0.24% in Q3 2025, buying an estimated $2.54K and bringing the position to 23,930 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #87.

Watts Gwilliam & Co first reported a position in XLE in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2024. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Watts Gwilliam & Co held 23,930 shares of State Street Energy Select Sector SPDR ETF worth $1.07M as of Q3 2025.
Watts Gwilliam & Co bought 58 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $2.54K.
State Street Energy Select Sector SPDR ETF made up 0.17% of Watts Gwilliam & Co's portfolio in Q3 2025, its #87 holding.
Watts Gwilliam & Co first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's State Street Energy Select Sector SPDR ETF position peaked at $1.44M in Q3 2024.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

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