Lowery Thomas LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-43,284	Closed	-$1.56M	–	45
2022 Q3	$1.56M	Sell	43,284 -9,524	-18%	-$399K	1.82%	20
2022 Q2	$2.16M	Sell	52,808 -14,742	-22%	-$657K	2.06%	19
2022 Q1	$3.26M	Buy	67,550 +5,049	+8%	+$237K	2.53%	17
2021 Q4	$3.24M	Buy	+62,501	New	+$3.01M	2.23%	19

Other funds holding XLRE

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Lowery Thomas LLC sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q4 2022, closing a stake of 43,284 shares — an estimated $1.56M sold.

Lowery Thomas LLC first reported a position in XLRE in Q4 2021 and held it in 4 quarters. The position peaked at $3.26M in Q1 2022. 613 funds tracked by Wall St. Rank hold XLRE as of Q4 2022.

Lowery Thomas LLC reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Lowery Thomas LLC sold 43,284 State Street Real Estate Select Sector SPDR ETF shares in Q4 2022, an estimated $1.56M.
Lowery Thomas LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Lowery Thomas LLC's State Street Real Estate Select Sector SPDR ETF position peaked at $3.26M in Q1 2022.
613 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q4 2022.

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