Lowery Thomas LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-42,860	Closed	-$1.3M	–	42
2022 Q3	$1.3M	Sell	42,860 -1,192	-3%	-$39.4K	1.52%	22
2022 Q2	$1.39M	Sell	44,052 -73,535	-63%	-$2.54M	1.32%	24
2022 Q1	$4.51M	Buy	117,587 +15,841	+16%	+$619K	3.5%	11
2021 Q4	$3.97M	Buy	+101,746	New	+$4M	2.74%	15

Other funds holding XLF

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

Lowery Thomas LLC's XLF Position: Q4 2022 in Review

Lowery Thomas LLC sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2022, closing a stake of 42,860 shares — an estimated $1.3M sold.

Lowery Thomas LLC first reported a position in XLF in Q4 2021 and held it in 4 quarters. The position peaked at $4.51M in Q1 2022. 1,444 funds tracked by Wall St. Rank hold XLF as of Q4 2022.

Lowery Thomas LLC reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lowery Thomas LLC sold 42,860 State Street Financial Select Sector SPDR ETF shares in Q4 2022, an estimated $1.3M.
Lowery Thomas LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Lowery Thomas LLC's State Street Financial Select Sector SPDR ETF position peaked at $4.51M in Q1 2022.
1,444 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2022.

Based on Lowery Thomas LLC's 13F filing for Q4 2022, filed 10 Feb 2023.