Watts Gwilliam & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$691K	Hold	4,479	–	–	0.11%	113
2025 Q2	$684K	Buy	4,479 +435	+11%	+$59.3K	0.11%	113
2025 Q1	$530K	Buy	4,044 +77	+2%	+$10.4K	0.11%	121
2024 Q4	$525K	Sell	3,967 -54	-1%	-$7.44K	0.11%	118
2024 Q3	$545K	Buy	+4,021	New	+$511K	0.12%	117
2024 Q1	$503K	Buy	+4,021	New	+$473K	0.16%	108

Other funds holding XLI

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MMH

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

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

Watts Gwilliam & Co held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q3 2025 at 4,479 shares worth $691K. The position accounts for 0.11% of the portfolio, ranked #113.

Watts Gwilliam & Co first reported a position in XLI in Q1 2024 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold XLI as of Q3 2025.

Watts Gwilliam & Co held 4,479 shares of State Street Industrial Select Sector SPDR ETF worth $691K as of Q3 2025.
Watts Gwilliam & Co left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Industrial Select Sector SPDR ETF made up 0.11% of Watts Gwilliam & Co's portfolio in Q3 2025, its #113 holding.
Watts Gwilliam & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
1,412 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q3 2025.

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