Lenox Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$521K	Buy	4,009 +1	+0%	+$126	0.07%	64
2021 Q4	$518K	Buy	4,008 +541	+16%	+$67.3K	0.06%	64
2021 Q3	$408K	Buy	3,467 +30	+0.9%	+$3.67K	0.05%	73
2021 Q2	$420K	Buy	3,437 +16	+0.5%	+$1.98K	0.05%	74
2021 Q1	$404K	Sell	3,421 -582	-15%	-$65.2K	0.06%	59
2020 Q4	$424K	Buy	4,003 +625	+19%	+$63.2K	0.06%	55
2020 Q3	$312K	Buy	3,378 +686	+25%	+$64.7K	0.05%	62
2020 Q2	$246K	Hold	2,692	–	–	0.04%	62
2020 Q1	$215K	Hold	2,692	–	–	0.04%	63
2019 Q4	$290K	Sell	2,692 -1,220	-31%	-$128K	0.05%	69
2019 Q3	$401K	Hold	3,912	–	–	0.07%	53
2019 Q2	$395K	Hold	3,912	–	–	0.07%	46
2019 Q1	$389K	Hold	3,912	–	–	0.07%	43
2018 Q4	$350K	Hold	3,912	–	–	0.07%	47
2018 Q3	$383K	Hold	3,912	–	–	0.08%	43
2018 Q2	$363K	Hold	3,912	–	–	0.08%	35
2018 Q1	$357K	Buy	3,912 +5	+0.1%	+$467	0.08%	38
2017 Q4	$369K	Hold	3,907	–	–	0.1%	23
2017 Q3	$357K	Buy	+3,907	New	+$350K	0.11%	21

Other funds holding SDY

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Lenox Wealth Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.02% in Q1 2022, buying an estimated $126 and bringing the position to 4,009 shares worth $521K. The position accounts for 0.07% of the portfolio, ranked #64.

Lenox Wealth Advisors first reported a position in SDY in Q3 2017 and has held it in 19 quarters since. 1,030 funds tracked by Wall St. Rank hold SDY as of Q1 2022.

Lenox Wealth Advisors held 4,009 shares of State Street SPDR S&P Dividend ETF worth $521K as of Q1 2022.
Lenox Wealth Advisors bought 1 State Street SPDR S&P Dividend ETF share in Q1 2022, an estimated $126.
State Street SPDR S&P Dividend ETF made up 0.07% of Lenox Wealth Advisors's portfolio in Q1 2022, its #64 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q3 2017 and has held it in 19 quarters since.
1,030 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2022.

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