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BWAM
Boyd Watterson Asset Management’s
State Street Financial Select Sector SPDR ETF
XLF
Stock Holding History
Boyd Watterson Asset Management’s Portfolio
XLF Stock Details
XLF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$124K
Hold
2,506
–
–
0.04%
138
2025
Q4
$137K
Hold
2,506
–
–
0.04%
140
2025
Q3
$135K
Hold
2,506
–
–
0.04%
138
2025
Q2
$131K
Hold
2,506
–
–
0.04%
141
2025
Q1
$125K
Hold
2,506
–
–
0.04%
143
2024
Q4
$121K
Buy
2,506
+2,006
+401%
+$97K
0.03%
144
2024
Q3
$22.7K
Hold
500
–
–
0.01%
251
2024
Q2
$20.6K
Hold
500
–
–
0.01%
260
2024
Q1
$21.1K
Hold
500
–
–
0.01%
259
2023
Q4
$18.8K
Hold
500
–
–
0.01%
270
2023
Q3
$16.6K
Hold
500
–
–
0.01%
268
2023
Q2
$16.9K
Hold
500
–
–
0.01%
272
2023
Q1
$16.1K
Hold
500
–
–
0.01%
282
2022
Q4
$17.1K
Buy
+500
New
+$16.9K
0.01%
272
Other funds holding XLF
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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