Bowman & Co S.C. XLV β€” SELECT SECTOR SPDR TR

Ownership history in Bowman & Co S.C.  Β·  3 quarters on record

AI Ownership Summary

Bowman & Co S.C. reported SELECT SECTOR SPDR TR (XLV) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.55% in 2024 Q4. The latest visible filing shows XLV at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bowman & Co S.C.'s position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XLV was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bowman & Co S.C. held XLV β€” position size vs. price
% of Fund (quarterly)    XLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50.7% -4.9% βœ… 2,354 -2,417 -50.7% 0.15% $364K 2026-02-14 (Est.) $157.02
2025 Q1 REDUCED 38.7% -7.2% βœ… 4,771 -3,018 -38.7% 0.34% $697K 2025-04-08 $130.65
2024 Q4 INITIATED β€” β€” β€” 7,789 β€” β€” 0.55% $1.1M 2025-01-15 $137.57

FAQ About Bowman & Co S.C. and XLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bowman & Co S.C. reported owning XLV?

Bowman & Co S.C. reported XLV across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported XLV position in Bowman & Co S.C.'s portfolio?

The largest reported portfolio weight for XLV was 0.55% in 2024 Q4.

What is the latest reported XLV position on this page?

The most recent filing on this page is 2025 Q4, when Bowman & Co S.C. reported 2,354 shares, equal to 0.15% of portfolio, with an estimated market value of $364K.

What does the chart on this XLV ownership page compare?

The chart compares Bowman & Co S.C.'s quarterly XLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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