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Lenox Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Lenox Wealth Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$121K Buy
3,569
+900
+34% +$31.2K 0.02% 147
2021
Q4 		$97K Buy
2,669
+618
+30% +$22.7K 0.01% 172
2021
Q3 		$74K Buy
2,051
+1,100
+116% +$40.8K 0.01% 184
2021
Q2 		$35K Buy
951
+263
+38% +$9.76K ﹤0.01% 285
2021
Q1 		$24K Buy
688
+378
+122% +$13.3K ﹤0.01% 287
2020
Q4 		$10K Buy
+310
New +$9.77K ﹤0.01% 431

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Advisors increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 34% in Q1 2022, buying an estimated $31.2K and bringing the position to 3,569 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #147.

Lenox Wealth Advisors first reported a position in SPDW in Q4 2020 and has held it in 6 quarters since. 643 funds tracked by Wall St. Rank hold SPDW as of Q1 2022.

  • Lenox Wealth Advisors held 3,569 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $121K as of Q1 2022.
  • Lenox Wealth Advisors bought 900 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2022, an estimated $31.2K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #147 holding.
  • Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2020 and has held it in 6 quarters since.
  • 643 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2022.

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