Bowman & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$364K	Buy	+2,354	New	+$353K	0.15%	94
2025 Q2	–	Sell	-4,771	Closed	-$697K	–	117
2025 Q1	$697K	Sell	4,771 -3,018	-39%	-$438K	0.34%	71
2024 Q4	$1.07M	Buy	+7,789	New	+$1.14M	0.55%	55

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Bowman & Company opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025: 2,354 shares worth $364K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings. This is a return to the name: Bowman & Company previously reported a position in XLV as recently as Q1 2025.

Bowman & Company first reported a position in XLV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2024. 1,833 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Bowman & Company held 2,354 shares of State Street Health Care Select Sector SPDR ETF worth $364K as of Q4 2025.
State Street Health Care Select Sector SPDR ETF was a new Bowman & Company position in Q4 2025.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Bowman & Company's portfolio in Q4 2025, its #94 holding.
Bowman & Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
Bowman & Company's State Street Health Care Select Sector SPDR ETF position peaked at $1.07M in Q4 2024.
1,833 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

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