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Watts Gwilliam & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Watts Gwilliam & Co’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$671K Hold
5,602
– – 0.11% 116
2025
Q2 		$674K Sell
5,602
-582
-9% -$59.5K 0.11% 116
2025
Q1 		$611K Buy
6,184
+116
+2% +$12.6K 0.13% 112
2024
Q4 		$675K Sell
6,068
-72
-1% -$7.7K 0.14% 110
2024
Q3 		$605K Buy
+6,140
New +$574K 0.13% 110
2024
Q1 		$549K Buy
+6,140
New +$547K 0.17% 101

Other funds holding XLY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Watts Gwilliam & Co held its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) position steady in Q3 2025 at 5,602 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #116.

Watts Gwilliam & Co first reported a position in XLY in Q1 2024 and has held it in 6 quarters since. The position peaked at $675K in Q4 2024. 1,273 funds tracked by Wall St. Rank hold XLY as of Q3 2025.

  • Watts Gwilliam & Co held 5,602 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $671K as of Q3 2025.
  • Watts Gwilliam & Co left its State Street Consumer Discretionary Select Sector SPDR ETF share count unchanged in Q3 2025.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Watts Gwilliam & Co's portfolio in Q3 2025, its #116 holding.
  • Watts Gwilliam & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $675K in Q4 2024.
  • 1,273 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2025.

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