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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$44.5M	Buy	844,785 +50,732	+6%	+$2.66M	5.57%	5
2021 Q4	$44.3M	Sell	794,053 -13,623	-2%	-$736K	5.28%	5
2021 Q3	$40.8M	Buy	807,676 +37,910	+5%	+$1.97M	5.24%	5
2021 Q2	$38.7M	Buy	769,766 +111,948	+17%	+$5.49M	4.96%	7
2021 Q1	$30.7M	Buy	657,818 +60,822	+10%	+$2.76M	4.2%	9
2020 Q4	$26.2M	Buy	596,996 +43,059	+8%	+$1.8M	3.73%	10
2020 Q3	$21.8M	Buy	553,937 +34,474	+7%	+$1.34M	3.28%	11
2020 Q2	$18.8M	Buy	519,463 +72,630	+16%	+$2.5M	2.98%	11
2020 Q1	$13.5M	Buy	446,833 +188,012	+73%	+$6.75M	2.52%	11
2019 Q4	$9.79M	Buy	258,821 +22,746	+10%	+$822K	1.52%	13
2019 Q3	$8.23M	Buy	236,075 +82,276	+53%	+$2.86M	1.37%	13
2019 Q2	$5.31M	Buy	153,799 +151,299	+6,052%	+$5.13M	0.93%	12
2019 Q1	$83K	Buy	+2,500	New	+$79.8K	0.02%	109

Other funds holding SPYM

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

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

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Lenox Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.4% in Q1 2022, buying an estimated $2.66M and bringing the position to 844,785 shares worth $44.5M. The position accounts for 5.57% of the portfolio, ranked #5.

Lenox Wealth Advisors first reported a position in SPYM in Q1 2019 and has held it in 13 quarters since. 615 funds tracked by Wall St. Rank hold SPYM as of Q1 2022.

Lenox Wealth Advisors held 844,785 shares of State Street SPDR Portfolio S&P 500 ETF worth $44.5M as of Q1 2022.
Lenox Wealth Advisors bought 50,732 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2022, an estimated $2.66M.
State Street SPDR Portfolio S&P 500 ETF made up 5.57% of Lenox Wealth Advisors's portfolio in Q1 2022, its #5 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 13 quarters since.
615 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2022.

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