Lowery Thomas LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.52M	Sell	7,998 -612	-7%	-$105K	0.74%	30
2026 Q1	$1.14M	Buy	8,610 +275	+3%	+$38.8K	0.65%	34
2025 Q4	$1.2M	Buy	8,335 +47	+0.6%	+$6.79K	0.68%	31
2025 Q3	$1.17M	Sell	8,288 -120	-1%	-$15.9K	0.67%	31
2025 Q2	$1.06M	Sell	8,408 -8	-0.1%	-$888	0.68%	30
2025 Q1	$869K	Buy	8,416 +336	+4%	+$38.1K	0.59%	33
2024 Q4	$939K	Buy	8,080 +12	+0.1%	+$1.4K	0.61%	33
2024 Q3	$910K	Buy	8,068 +134	+2%	+$14.7K	0.62%	34
2024 Q2	$897K	Buy	7,934 +920	+13%	+$96.9K	0.65%	30
2024 Q1	$730K	Buy	7,014 +212	+3%	+$21.4K	0.56%	33
2023 Q4	$655K	Buy	6,802 +384	+6%	+$34.2K	0.56%	33
2023 Q3	$526K	Buy	6,418 +1,514	+31%	+$130K	0.5%	35
2023 Q2	$426K	Buy	4,904 +212	+5%	+$16.7K	0.42%	36
2023 Q1	$354K	Buy	+4,692	New	+$323K	0.39%	35
2022 Q4	–	Sell	-21,148	Closed	-$1.26M	–	43
2022 Q3	$1.26M	Sell	21,148 -1,988	-9%	-$136K	1.47%	24
2022 Q2	$1.47M	Sell	23,136 -19,866	-46%	-$1.38M	1.41%	22
2022 Q1	$3.42M	Buy	43,002 +15,138	+54%	+$1.19M	2.65%	16
2021 Q4	$2.42M	Buy	+27,864	New	+$2.29M	1.67%	24

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowery Thomas LLC's XLK Position: Q2 2026 in Review

Lowery Thomas LLC reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 7.1% in Q2 2026, selling an estimated $105K and leaving 7,998 shares worth $1.52M. The position accounts for 0.74% of the portfolio, ranked #30.

Lowery Thomas LLC first reported a position in XLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.42M in Q1 2022. 2,664 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Lowery Thomas LLC held 7,998 shares of State Street Technology Select Sector SPDR ETF worth $1.52M as of Q2 2026.
Lowery Thomas LLC sold 612 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
State Street Technology Select Sector SPDR ETF made up 0.74% of Lowery Thomas LLC's portfolio in Q2 2026, its #30 holding.
Lowery Thomas LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Lowery Thomas LLC's State Street Technology Select Sector SPDR ETF position peaked at $3.42M in Q1 2022.
2,664 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.