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Watts Gwilliam & Co’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Watts Gwilliam & Co’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.38M Buy
16,866
+2
+0% +$265 0.38% 50
2025
Q2 		$2.33M Sell
16,864
-1,274
-7% -$141K 0.38% 51
2025
Q1 		$1.87M Buy
18,138
+150
+0.8% +$17K 0.41% 53
2024
Q4 		$2.1M Buy
17,988
+136
+0.8% +$15.8K 0.44% 47
2024
Q3 		$2.03M Buy
+17,852
New +$1.96M 0.44% 43
2024
Q1 		$1.75M Buy
+16,816
New +$1.7M 0.54% 40

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Watts Gwilliam & Co increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.01% in Q3 2025, buying an estimated $265 and bringing the position to 16,866 shares worth $2.38M. The position accounts for 0.38% of the portfolio, ranked #50.

Watts Gwilliam & Co first reported a position in XLK in Q1 2024 and has held it in 6 quarters since. 2,285 funds tracked by Wall St. Rank hold XLK as of Q3 2025.

  • Watts Gwilliam & Co held 16,866 shares of State Street Technology Select Sector SPDR ETF worth $2.38M as of Q3 2025.
  • Watts Gwilliam & Co bought 2 State Street Technology Select Sector SPDR ETF shares in Q3 2025, an estimated $265.
  • State Street Technology Select Sector SPDR ETF made up 0.38% of Watts Gwilliam & Co's portfolio in Q3 2025, its #50 holding.
  • Watts Gwilliam & Co first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • 2,285 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2025.

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