Lowery Thomas LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Lowery Thomas LLC’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,614	Closed	-$202K	–	46
2022 Q4	$202K	Buy	+4,614	New	+$201K	0.24%	38

Other funds holding XLE

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lowery Thomas LLC's XLE Position: Q1 2023 in Review

Lowery Thomas LLC sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q1 2023, closing a stake of 4,614 shares — an estimated $202K sold.

Lowery Thomas LLC first reported a position in XLE in Q4 2022 and held it in 1 quarter. The position peaked at $202K in Q4 2022. 1,663 funds tracked by Wall St. Rank hold XLE as of Q1 2023.

Lowery Thomas LLC reported no remaining State Street Energy Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Lowery Thomas LLC sold 4,614 State Street Energy Select Sector SPDR ETF shares in Q1 2023, an estimated $202K.
Lowery Thomas LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and held it in 1 quarter.
Lowery Thomas LLC's State Street Energy Select Sector SPDR ETF position peaked at $202K in Q4 2022.
1,663 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2023.

Based on Lowery Thomas LLC's 13F filing for Q1 2023, filed 5 May 2023.