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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lowery Thomas LLC's XLK Position: Q1 2026 in Review

Lowery Thomas LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.3% in Q1 2026, buying an estimated $38.8K and bringing the position to 8,610 shares worth $1.14M. The position accounts for 0.65% of the portfolio, ranked #34.

Lowery Thomas LLC first reported a position in XLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.42M in Q1 2022. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

  • Lowery Thomas LLC held 8,610 shares of State Street Technology Select Sector SPDR ETF worth $1.14M as of Q1 2026.
  • Lowery Thomas LLC bought 275 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $38.8K.
  • State Street Technology Select Sector SPDR ETF made up 0.65% of Lowery Thomas LLC's portfolio in Q1 2026, its #34 holding.
  • Lowery Thomas LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and has held it in 17 quarters since.
  • Lowery Thomas LLC's State Street Technology Select Sector SPDR ETF position peaked at $3.42M in Q1 2022.
  • 2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.