Lenox Wealth Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-122	Closed	-$4K	–	967
2021 Q4	$4K	Buy	122 +118	+2,950%	+$4.28K	﹤0.01%	643
2021 Q3	$0	Buy	+4	New	+$147	﹤0.01%	788
2021 Q1	–	Sell	-2	Closed	–	–	755
2020 Q4	$0	Hold	2	–	–	﹤0.01%	671
2020 Q3	$0	Hold	2	–	–	﹤0.01%	643
2020 Q2	$0	Hold	2	–	–	﹤0.01%	776
2020 Q1	$0	Hold	2	–	–	﹤0.01%	921
2019 Q4	$0	Hold	2	–	–	﹤0.01%	812
2019 Q3	$0	Buy	+2	New	+$70	﹤0.01%	643

Other funds holding SPIB

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Lenox Wealth Advisors sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2022, closing a stake of 122 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SPIB in Q3 2019 and held it in 8 quarters. The position peaked at $4K in Q4 2021. 387 funds tracked by Wall St. Rank hold SPIB as of Q1 2022.

Lenox Wealth Advisors reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 122 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2022, an estimated $4K.
Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q3 2019 and held it in 8 quarters.
Lenox Wealth Advisors's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $4K in Q4 2021.
387 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2022.

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