Watts Gwilliam & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$724K	Hold	5,199	–	–	0.12%	107
2025 Q2	$715K	Sell	5,199 -539	-9%	-$72.8K	0.12%	109
2025 Q1	$838K	Buy	5,738 +108	+2%	+$15.7K	0.18%	94
2024 Q4	$787K	Sell	5,630 -38	-0.7%	-$5.56K	0.17%	101
2024 Q3	$860K	Buy	+5,668	New	+$859K	0.19%	97
2024 Q1	$817K	Buy	+5,668	New	+$813K	0.25%	74

Other funds holding XLV

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Watts Gwilliam & Co held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2025 at 5,199 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #107.

Watts Gwilliam & Co first reported a position in XLV in Q1 2024 and has held it in 6 quarters since. The position peaked at $860K in Q3 2024. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Watts Gwilliam & Co held 5,199 shares of State Street Health Care Select Sector SPDR ETF worth $724K as of Q3 2025.
Watts Gwilliam & Co left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2025.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Watts Gwilliam & Co's portfolio in Q3 2025, its #107 holding.
Watts Gwilliam & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
Watts Gwilliam & Co's State Street Health Care Select Sector SPDR ETF position peaked at $860K in Q3 2024.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

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