Watts Gwilliam & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Buy	6,816 +2	+0%	+$85	0.05%	176
2025 Q2	$288K	Sell	6,814 -788	-10%	-$31.4K	0.05%	177
2025 Q1	$300K	Buy	7,602 +28	+0.4%	+$1.09K	0.06%	161
2024 Q4	$288K	Hold	7,574	–	–	0.06%	168
2024 Q3	$301K	Buy	+7,574	New	+$281K	0.07%	157
2024 Q1	$256K	Buy	+7,174	New	+$224K	0.08%	147

Other funds holding XLU

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Watts Gwilliam & Co increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 0.03% in Q3 2025, buying an estimated $85 and bringing the position to 6,816 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #176.

Watts Gwilliam & Co first reported a position in XLU in Q1 2024 and has held it in 6 quarters since. The position peaked at $301K in Q3 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Watts Gwilliam & Co held 6,816 shares of State Street Utilities Select Sector SPDR ETF worth $297K as of Q3 2025.
Watts Gwilliam & Co bought 2 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $85.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Watts Gwilliam & Co's portfolio in Q3 2025, its #176 holding.
Watts Gwilliam & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's State Street Utilities Select Sector SPDR ETF position peaked at $301K in Q3 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

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