Lowery Thomas LLC’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-11,944
Closed -$798K 44
2022
Q3
$798K Sell
11,944
-10,919
-48% -$800K 0.93% 29
2022
Q2
$1.65M Buy
+22,863
New +$1.72M 1.58% 21

Other funds holding XLP

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

Lowery Thomas LLC sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2022, closing a stake of 11,944 shares — an estimated $798K sold.

Lowery Thomas LLC first reported a position in XLP in Q2 2022 and held it in 2 quarters. The position peaked at $1.65M in Q2 2022. 1,113 funds tracked by Wall St. Rank hold XLP as of Q4 2022.

  • Lowery Thomas LLC reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Lowery Thomas LLC sold 11,944 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2022, an estimated $798K.
  • Lowery Thomas LLC first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Lowery Thomas LLC's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.65M in Q2 2022.
  • 1,113 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2022.

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