Lenox Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$27K Hold
400
﹤0.01% 341
2021
Q4
$31K Hold
400
﹤0.01% 332
2021
Q3
$32K Buy
+400
New +$33.1K ﹤0.01% 298
2020
Q3
Sell
-545
Closed -$29K 657
2020
Q2
$29K Buy
545
+102
+23% +$5.24K ﹤0.01% 239
2020
Q1
$20K Buy
+443
New +$22.9K ﹤0.01% 266

Other funds holding XLC

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

Lenox Wealth Advisors held its State Street Communication Services Select Sector SPDR ETF (XLC) position steady in Q1 2022 at 400 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Lenox Wealth Advisors first reported a position in XLC in Q1 2020 and has held it in 5 quarters since. The position peaked at $32K in Q3 2021. 660 funds tracked by Wall St. Rank hold XLC as of Q1 2022.

  • Lenox Wealth Advisors held 400 shares of State Street Communication Services Select Sector SPDR ETF worth $27K as of Q1 2022.
  • Lenox Wealth Advisors left its State Street Communication Services Select Sector SPDR ETF share count unchanged in Q1 2022.
  • State Street Communication Services Select Sector SPDR ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #341 holding.
  • Lenox Wealth Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $32K in Q3 2021.
  • 660 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2022.

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