Bowman & Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bowman & Company’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$279K	Hold	408	–	–	0.12%	107
2025 Q3	$272K	Buy	408 +1	+0.2%	+$641	0.11%	102
2025 Q2	$251K	Buy	407 +1	+0.2%	+$572	0.11%	103
2025 Q1	$227K	Buy	406 +14	+4%	+$8.23K	0.11%	106
2024 Q4	$230K	Buy	392 +1	+0.3%	+$589	0.12%	103
2024 Q3	$224K	Buy	391 +1	+0.3%	+$553	0.12%	97
2024 Q2	$212K	Buy	390 +1	+0.3%	+$523	0.12%	99
2024 Q1	$204K	Buy	+389	New	+$194K	0.12%	99
2023 Q2	–	Sell	-673	Closed	-$275K	–	91
2023 Q1	$275K	Buy	673 +42	+7%	+$16.8K	0.2%	76
2022 Q4	$241K	Buy	631 +1	+0.2%	+$384	0.19%	82
2022 Q3	$225K	Buy	630 +1	+0.2%	+$397	0.2%	72
2022 Q2	$237K	Hold	629	–	–	0.21%	74
2022 Q1	$284K	Hold	629	–	–	0.22%	72
2021 Q4	$300K	Buy	+629	New	+$289K	0.23%	66

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bowman & Company's SPY Position: Q4 2025 in Review

Bowman & Company held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q4 2025 at 408 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #107.

Bowman & Company first reported a position in SPY in Q4 2021 and has held it in 14 quarters since. The position peaked at $300K in Q4 2021. 4,613 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Bowman & Company held 408 shares of State Street SPDR S&P 500 ETF Trust worth $279K as of Q4 2025.
Bowman & Company left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q4 2025.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Bowman & Company's portfolio in Q4 2025, its #107 holding.
Bowman & Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 14 quarters since.
Bowman & Company's State Street SPDR S&P 500 ETF Trust position peaked at $300K in Q4 2021.
4,613 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.