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Bowman & Company’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bowman & Company’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$343K Buy
+2,917
New +$336K 0.14% 96
2025
Q1 		– Sell
-3,091
Closed -$299K – 111
2024
Q4 		$299K Buy
+3,091
New +$295K 0.15% 96

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bowman & Company opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025: 2,917 shares worth $343K. The stake represents 0.14% of the portfolio and ranks #96 among its holdings. This is a return to the name: Bowman & Company previously reported a position in XLC as recently as Q4 2024.

Bowman & Company first reported a position in XLC in Q4 2024 and has held it in 2 quarters since. 1,201 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Bowman & Company held 2,917 shares of State Street Communication Services Select Sector SPDR ETF worth $343K as of Q4 2025.
  • State Street Communication Services Select Sector SPDR ETF was a new Bowman & Company position in Q4 2025.
  • State Street Communication Services Select Sector SPDR ETF made up 0.14% of Bowman & Company's portfolio in Q4 2025, its #96 holding.
  • Bowman & Company first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,201 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

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