Lowery Thomas LLC’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,012
Closed -$206K 56
2021
Q4
$206K Buy
+2,012
New +$200K 0.14% 48

Other funds holding XLY

Lowery Thomas LLC's XLY Position: Q1 2022 in Review

Lowery Thomas LLC sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2022, closing a stake of 2,012 shares — an estimated $206K sold.

Lowery Thomas LLC first reported a position in XLY in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • Lowery Thomas LLC reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Lowery Thomas LLC sold 2,012 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $206K.
  • Lowery Thomas LLC first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2021 and held it in 1 quarter.
  • Lowery Thomas LLC's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $206K in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

Based on Lowery Thomas LLC's 13F filing for Q1 2022, filed 10 May 2022.