Lenox Wealth Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-400
Closed -$18K 1021
2021
Q4
$18K Hold
400
﹤0.01% 422
2021
Q3
$16K Buy
+400
New +$16.6K ﹤0.01% 402
2020
Q3
Sell
-248
Closed -$7K 656
2020
Q2
$7K Hold
248
﹤0.01% 410
2020
Q1
$6K Buy
+248
New +$6.81K ﹤0.01% 410

Other funds holding XLB

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

Lenox Wealth Advisors sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q1 2022, closing a stake of 400 shares — an estimated $18K sold.

Lenox Wealth Advisors first reported a position in XLB in Q1 2020 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 791 funds tracked by Wall St. Rank hold XLB as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining State Street Materials Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 400 State Street Materials Select Sector SPDR ETF shares in Q1 2022, an estimated $18K.
  • Lenox Wealth Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2020 and held it in 4 quarters.
  • Lenox Wealth Advisors's State Street Materials Select Sector SPDR ETF position peaked at $18K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2022.

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