Lenox Wealth Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1	Closed	–	–	787
2021 Q2	$0	Hold	1	–	–	﹤0.01%	792
2021 Q1	$0	Buy	+1	New	+$31	﹤0.01%	754

Other funds holding SPIP

CSIA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Lenox Wealth Advisors's SPIP Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2021, closing a stake of 1 share.

Lenox Wealth Advisors first reported a position in SPIP in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 263 funds tracked by Wall St. Rank hold SPIP as of Q3 2021.

Lenox Wealth Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 1 State Street SPDR Portfolio TIPS ETF share in Q3 2021.
Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and held it in 2 quarters.
Lenox Wealth Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $0 in Q2 2021.
263 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.