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 Q2	$134K	Hold	2,506	–	–	0.04%	145
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 $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boyd Watterson Asset Management's XLF Position: Q2 2026 in Review

Boyd Watterson Asset Management held its State Street Financial Select Sector SPDR ETF (XLF) position steady in Q2 2026 at 2,506 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #145.

Boyd Watterson Asset Management first reported a position in XLF in Q4 2022 and has held it in 15 quarters since. The position peaked at $137K in Q4 2025. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Boyd Watterson Asset Management held 2,506 shares of State Street Financial Select Sector SPDR ETF worth $134K as of Q2 2026.
Boyd Watterson Asset Management left its State Street Financial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.04% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #145 holding.
Boyd Watterson Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $137K in Q4 2025.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.