Lenox Wealth Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.37M	Hold	35,000	–	–	0.3%	26
2021 Q4	$2.32M	Hold	35,000	–	–	0.28%	28
2021 Q3	$2.31M	Hold	35,000	–	–	0.3%	24
2021 Q2	$2.38M	Buy	+35,000	New	+$2.42M	0.31%	24

Other funds holding WDIV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWM

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

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

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

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

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q1 2022 at 35,000 shares worth $2.37M. The position accounts for 0.3% of the portfolio, ranked #26.

Lenox Wealth Advisors first reported a position in WDIV in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.38M in Q2 2021. 61 funds tracked by Wall St. Rank hold WDIV as of Q1 2022.

Lenox Wealth Advisors held 35,000 shares of State Street SPDR S&P Global Dividend ETF worth $2.37M as of Q1 2022.
Lenox Wealth Advisors left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q1 2022.
State Street SPDR S&P Global Dividend ETF made up 0.3% of Lenox Wealth Advisors's portfolio in Q1 2022, its #26 holding.
Lenox Wealth Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2021 and has held it in 4 quarters since.
Lenox Wealth Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $2.38M in Q2 2021.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2022.

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