Lenox Wealth Advisors’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Lenox Wealth Advisors’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.2M	Sell	2,508 -221	-8%	-$108K	0.15%	42
2021 Q4	$1.41M	Buy	2,729 +203	+8%	+$103K	0.17%	39
2021 Q3	$1.22M	Sell	2,526 -55	-2%	-$27K	0.16%	42
2021 Q2	$1.27M	Sell	2,581 -26	-1%	-$12.8K	0.16%	42
2021 Q1	$1.24M	Sell	2,607 -162	-6%	-$73.9K	0.17%	31
2020 Q4	$1.16M	Buy	2,769 +3	+0.1%	+$1.16K	0.17%	31
2020 Q3	$937K	Sell	2,766 -150	-5%	-$51.2K	0.14%	33
2020 Q2	$946K	Buy	2,916 +491	+20%	+$149K	0.15%	32
2020 Q1	$637K	Sell	2,425 -98	-4%	-$33.2K	0.12%	34
2019 Q4	$947K	Sell	2,523 -24	-0.9%	-$8.68K	0.15%	34
2019 Q3	$898K	Buy	2,547 +2	+0.1%	+$701	0.15%	32
2019 Q2	$903K	Sell	2,545 -47	-2%	-$16.4K	0.16%	29
2019 Q1	$895K	Buy	2,592 +134	+5%	+$45.1K	0.17%	28
2018 Q4	$744K	Sell	2,458 -151	-6%	-$50.3K	0.16%	29
2018 Q3	$959K	Buy	2,609 +78	+3%	+$28.6K	0.19%	24
2018 Q2	$899K	Buy	2,531 +275	+12%	+$96.7K	0.2%	21
2018 Q1	$771K	Buy	2,256 +1,445	+178%	+$503K	0.18%	20
2017 Q4	$280K	Buy	+811	New	+$273K	0.08%	26
2016 Q4	–	Sell	-370	Closed	-$107K	–	152
2016 Q3	$104K	Buy	370 +2	+0.5%	+$563	0.03%	51
2016 Q2	$100K	Buy	368 +1	+0.3%	+$267	0.03%	54
2016 Q1	$96K	Buy	367 +1	+0.3%	+$243	0.03%	57
2015 Q4	$93K	Buy	366 +1	+0.3%	+$260	0.03%	54
2015 Q3	$91K	Buy	365 +2	+0.6%	+$530	0.03%	51
2015 Q2	$99K	Hold	363	–	–	0.04%	43
2015 Q1	$101K	Buy	363 +1	+0.3%	+$270	0.04%	46
2014 Q4	$95K	Buy	362 +1	+0.3%	+$256	0.04%	49
2014 Q3	$90K	Hold	361	–	–	0.04%	49
2014 Q2	$93K	Hold	361	–	–	0.04%	40
2014 Q1	$91K	Hold	361	–	–	0.05%	35
2013 Q4	$88K	Sell	361 -3,451	-91%	-$812K	0.06%	43
2013 Q3	$863K	Buy	3,812 +11	+0.3%	+$2.45K	0.81%	9
2013 Q2	$799K	Buy	+3,801	New	+$804K	0.9%	9

Other funds holding MDY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lenox Wealth Advisors's MDY Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 8.1% in Q1 2022, selling an estimated $108K and leaving 2,508 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #42.

Lenox Wealth Advisors first reported a position in MDY in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.41M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold MDY as of Q1 2022.

Lenox Wealth Advisors held 2,508 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.2M as of Q1 2022.
Lenox Wealth Advisors sold 221 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q1 2022, an estimated $108K.
State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.15% of Lenox Wealth Advisors's portfolio in Q1 2022, its #42 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2013 and has held it in 32 quarters since.
Lenox Wealth Advisors's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.41M in Q4 2021.
1,099 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.