Bowman & Co S.C. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Bowman & Co S.C. opened 31 positions, added to 163, reduced 121 and sold out of 12.
- Q4 2025: Stock XLY; Country of operation —; Class STATE STREET CON; Shares before 0.
- Q4 2025: Stock XLV; Country of operation —; Class STATE STREET HEA; Shares before 0.
- Q4 2025: Stock XLC; Country of operation —; Class STATE STREET COM; Shares before 0.
- Q4 2025: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1906275), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q4 2025 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 0 | 3,498 | +3,498 | $0 | $417,760 | +$417,760 | 2026-01-23 |
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| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 0 | 2,354 | +2,354 | $0 | $364,491 | +$364,491 | 2026-01-23 |
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| Q4 2025 | XLC
SELECT SECTOR SPDR TR | | STATE STREET COM | 0 | 2,917 | +2,917 | $0 | $343,479 | +$343,479 | 2026-01-23 |
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| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 0 | 2,021 | +2,021 | $0 | $290,977 | +$290,977 | 2026-01-23 |
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| Q4 2025 | SHYM
BLACKROCK ETF TRUST II | | SHORT DURATION H | 0 | 12,950 | +12,950 | $0 | $287,749 | +$287,749 | 2026-01-23 |
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| Q4 2025 | HYMB
SPDR SERIES TRUST | | STATE STREET SPD | 0 | 9,273 | +9,273 | $0 | $231,282 | +$231,282 | 2026-01-23 |
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| Q4 2025 | SOXX
ISHARES TR | | ISHARES SEMICDTR | 0 | 718 | +718 | $0 | $216,157 | +$216,157 | 2026-01-23 |
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| Q3 2025 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 0 | 970 | +970 | $0 | $232,641 | +$232,641 | 2025-10-10 |
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| Q3 2025 | SMH
VANECK ETF TRUST | | SEMICONDUCTR ETF | 0 | 625 | +625 | $0 | $203,975 | +$203,975 | 2025-10-10 |
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| Q2 2025 | WTV
WISDOMTREE TR | | WISDOMTREE US VA | 0 | 35,729 | +35,729 | $0 | $3,087,006 | +$3,087,006 | 2025-07-09 |
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| Q2 2025 | MLN
VANECK ETF TRUST | | LONG MUNI ETF | 0 | 75,354 | +75,354 | $0 | $1,272,715 | +$1,272,715 | 2025-07-09 |
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| Q2 2025 | VTWO
VANGUARD SCOTTSDALE FDS | | VNG RUS2000IDX | 0 | 6,125 | +6,125 | $0 | $534,240 | +$534,240 | 2025-07-09 |
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| Q2 2025 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 0 | 362 | +362 | $0 | $240,645 | +$240,645 | 2025-07-09 |
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| Q1 2025 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 0 | 106,191 | +106,191 | $0 | $9,257,832 | +$9,257,832 | 2025-04-08 |
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| Q1 2025 | JAAA
JANUS DETROIT STR TR | | HENDRSON AAA CL | 0 | 136,552 | +136,552 | $0 | $6,925,202 | +$6,925,202 | 2025-04-08 |
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| Q1 2025 | VTHR
VANGUARD SCOTTSDALE FDS | | VNG RUS3000IDX | 0 | 914 | +914 | $0 | $225,888 | +$225,888 | 2025-04-08 |
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| Q4 2024 | MUB
ISHARES TR | | NATIONAL MUN ETF | 0 | 20,677 | +20,677 | $0 | $2,203,160 | +$2,203,160 | 2025-01-15 |
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| Q4 2024 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 0 | 7,789 | +7,789 | $0 | $1,071,715 | +$1,071,715 | 2025-01-15 |
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| Q4 2024 | TFI
SPDR SER TR | | NUVEEN BLMBRG MU | 0 | 21,257 | +21,257 | $0 | $969,744 | +$969,744 | 2025-01-15 |
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| Q4 2024 | VGT
VANGUARD WORLD FD | | INF TECH ETF | 0 | 732 | +732 | $0 | $455,618 | +$455,618 | 2025-01-15 |
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| Q4 2024 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 0 | 3,091 | +3,091 | $0 | $299,201 | +$299,201 | 2025-01-15 |
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| Q4 2024 | XLRE
SELECT SECTOR SPDR TR | | RL EST SEL SEC | 0 | 5,202 | +5,202 | $0 | $211,585 | +$211,585 | 2025-01-15 |
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| Q1 2024 | QVAL
EA SERIES TRUST | | US QUAN VALUE | 0 | 63,243 | +63,243 | $0 | $2,842,140 | +$2,842,140 | 2024-04-15 |
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| Q1 2024 | MGK
VANGUARD WORLD FD | | MEGA GRWTH IND | 0 | 4,918 | +4,918 | $0 | $1,409,587 | +$1,409,587 | 2024-04-15 |
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| Q1 2024 | MGV
VANGUARD WORLD FD | | MEGA CAP VAL ETF | 0 | 11,222 | +11,222 | $0 | $1,341,051 | +$1,341,051 | 2024-04-15 |
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| Q1 2024 | FLMI
FRANKLIN TEMPLETON ETF TR | | FRANKLIN DYN MUN | 0 | 40,344 | +40,344 | $0 | $989,638 | +$989,638 | 2024-04-15 |
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| Q1 2024 | MLN
VANECK ETF TRUST | | LONG MUNI ETF | 0 | 54,412 | +54,412 | $0 | $979,960 | +$979,960 | 2024-04-15 |
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| Q1 2024 | VTES
VANGUARD WELLINGTON FD | | SHORT TRM TAX EX | 0 | 9,715 | +9,715 | $0 | $978,301 | +$978,301 | 2024-04-15 |
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| Q1 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 0 | 6,761 | +6,761 | $0 | $407,702 | +$407,702 | 2024-04-15 |
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| Q1 2024 | IWF
ISHARES TR | | RUS 1000 GRW ETF | 0 | 659 | +659 | $0 | $222,171 | +$222,171 | 2024-04-15 |
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| Q1 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 0 | 389 | +389 | $0 | $203,509 | +$203,509 | 2024-04-15 |
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