BWAM
Boyd Watterson Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$17.1K | 0.01% | 272 |
|