Lenox Wealth Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.58M	Hold	58,000	–	–	0.32%	24
2021 Q4	$2.44M	Hold	58,000	–	–	0.29%	26
2021 Q3	$2.27M	Hold	58,000	–	–	0.29%	25
2021 Q2	$2.33M	Buy	+58,000	New	+$2.36M	0.3%	25

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

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

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

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

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $2.93B AUM 4.27% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2022 at 58,000 shares worth $2.58M. The position accounts for 0.32% of the portfolio, ranked #24.

Lenox Wealth Advisors first reported a position in SPYD in Q2 2021 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold SPYD as of Q1 2022.

Lenox Wealth Advisors held 58,000 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.58M as of Q1 2022.
Lenox Wealth Advisors left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2022.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.32% of Lenox Wealth Advisors's portfolio in Q1 2022, its #24 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2021 and has held it in 4 quarters since.
353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2022.

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