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Watts Gwilliam & Co’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Watts Gwilliam & Co’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.73M Buy
32,128
+8
+0% +$424 0.28% 66
2025
Q2 		$1.74M Sell
32,120
-2,000
-6% -$99K 0.29% 65
2025
Q1 		$1.7M Buy
34,120
+87
+0.3% +$4.36K 0.37% 58
2024
Q4 		$1.64M Buy
34,033
+1,374
+4% +$66.4K 0.35% 59
2024
Q3 		$1.48M Buy
+32,659
New +$1.43M 0.32% 64
2024
Q1 		$1.42M Buy
+34,014
New +$1.34M 0.44% 48

Other funds holding XLF

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Watts Gwilliam & Co increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.02% in Q3 2025, buying an estimated $424 and bringing the position to 32,128 shares worth $1.73M. The position accounts for 0.28% of the portfolio, ranked #66.

Watts Gwilliam & Co first reported a position in XLF in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 1,816 funds tracked by Wall St. Rank hold XLF as of Q3 2025.

  • Watts Gwilliam & Co held 32,128 shares of State Street Financial Select Sector SPDR ETF worth $1.73M as of Q3 2025.
  • Watts Gwilliam & Co bought 8 State Street Financial Select Sector SPDR ETF shares in Q3 2025, an estimated $424.
  • State Street Financial Select Sector SPDR ETF made up 0.28% of Watts Gwilliam & Co's portfolio in Q3 2025, its #66 holding.
  • Watts Gwilliam & Co first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's State Street Financial Select Sector SPDR ETF position peaked at $1.74M in Q2 2025.
  • 1,816 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2025.

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