Lenox Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$10.6M	Sell	231,058 -10,103	-4%	-$472K	1.33%	14
2021 Q4	$12M	Buy	241,161 +3,054	+1%	+$149K	1.43%	14
2021 Q3	$11M	Sell	238,107 -2,983	-1%	-$141K	1.41%	13
2021 Q2	$11.4M	Buy	241,090 +8,613	+4%	+$409K	1.46%	13
2021 Q1	$10.6M	Sell	232,477 -1,851	-0.8%	-$81.2K	1.46%	14
2020 Q4	$9.47M	Sell	234,328 -18,498	-7%	-$686K	1.35%	14
2020 Q3	$8.25M	Sell	252,826 -38,948	-13%	-$1.28M	1.24%	15
2020 Q2	$9.12M	Buy	291,774 +2,043	+0.7%	+$59.7K	1.45%	15
2020 Q1	$7.34M	Buy	289,731 +164,133	+131%	+$5.37M	1.37%	16
2019 Q4	$4.55M	Buy	125,598 +2,732	+2%	+$95.2K	0.71%	17
2019 Q3	$4.16M	Buy	122,866 +6,722	+6%	+$227K	0.69%	16
2019 Q2	$3.96M	Buy	116,144 +7,265	+7%	+$245K	0.69%	13
2019 Q1	$3.63M	Buy	108,879 +4,455	+4%	+$146K	0.68%	14
2018 Q4	$3.07M	Buy	104,424 +15,397	+17%	+$501K	0.65%	15
2018 Q3	$3.22M	Buy	89,027 +8,967	+11%	+$324K	0.65%	12
2018 Q2	$2.79M	Buy	+80,060	New	+$2.75M	0.62%	13

Other funds holding SPMD

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

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

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

Lenox Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q1 2022, selling an estimated $472K and leaving 231,058 shares worth $10.6M. The position accounts for 1.33% of the portfolio, ranked #14.

Lenox Wealth Advisors first reported a position in SPMD in Q2 2018 and has held it in 16 quarters since. The position peaked at $12M in Q4 2021. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

Lenox Wealth Advisors held 231,058 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.6M as of Q1 2022.
Lenox Wealth Advisors sold 10,103 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $472K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.33% of Lenox Wealth Advisors's portfolio in Q1 2022, its #14 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 16 quarters since.
Lenox Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12M in Q4 2021.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

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