Lenox Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2K	Buy	+20	New	+$1.66K	﹤0.01%	662

Other funds holding SLYV

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2022: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings.

458 funds tracked by Wall St. Rank hold SLYV as of Q1 2022.

Lenox Wealth Advisors held 20 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $2K as of Q1 2022.
State Street SPDR S&P 600 Small Cap Value ETF was a new Lenox Wealth Advisors position in Q1 2022.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #662 holding.
458 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2022.

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