Watts Gwilliam & Co., LLC
- SEC CIK
- 0001657733
- Latest filing
- Nov 21, 2025
SPY holding history
SPDR S&P 500 ETF Trust in every 13F filed by Watts Gwilliam & Co., LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SPY overviewAll 13F holders of SPYFull Q3 2025 holdings
- Shares (Q3 2025)
- 31,803
- Value
- $21.2M
- % of portfolio
- 3.4%
- Quarters held
- 6
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 31,803 | $21.2M | 3.4% | −40.0% | Reduced | Holders |
| Q2 2025 | 31,807 | $21.1M | 3.5% | −3,969−11.1% | Reduced | Holders |
| Q1 2025 | 35,776 | $20.0M | 4.3% | +1,459+4.3% | Added | Holders |
| Q4 2024 | 34,317 | $20.2M | 4.3% | −1,175−3.3% | Reduced | Holders |
| Q3 2024 | 35,492 | $20.3M | 4.4% | – | No prior filing | Holders |
| Q2 2024 | – | – | – | – | Not filed | Holders |
| Q1 2024 | 33,530 | $17.5M | 5.4% | – | No prior filing | Holders |