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

Lenox Wealth Advisors’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$6K Buy
+204
New +$6.22K ﹤0.01% 549

Other funds holding SPSB

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q1 2022: 204 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

499 funds tracked by Wall St. Rank hold SPSB as of Q1 2022.

  • Lenox Wealth Advisors held 204 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $6K as of Q1 2022.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #549 holding.
  • 499 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2022.

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