SEC 13F Intelligence

Lowery Thomas, LLC / XLF

Lowery Thomas, LLC’s Select Sector Spdr Tr Position

Does Lowery Thomas, LLC own Select Sector Spdr Tr (XLF)? Not currently — the last reported position was 42.9K shares worth $1M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q3 2022
Shares
42.9K
% of Portfolio
+1.52%
Quarters Held
3
position exited

Position History XLF

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $1MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202242.9K$1M+1.52%
Q2 202244.1K$1M+1.32%
Q1 2022101.7K$4M+2.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lowery Thomas, LLC’s full portfolio or all institutional holders of XLF.