Lenox Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$40K	Sell	1,000 -434	-30%	-$15K	0.01%	274
2021 Q4	$40K	Buy	1,434 +34	+2%	+$961	﹤0.01%	289
2021 Q3	$36K	Buy	1,400 +334	+31%	+$8.27K	﹤0.01%	284
2021 Q2	$29K	Buy	1,066 +66	+7%	+$1.72K	﹤0.01%	306
2021 Q1	$25K	Buy	+1,000	New	+$23.1K	﹤0.01%	282
2020 Q1	–	Sell	-50	Closed	-$2K	–	951
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	638
2019 Q3	$1K	Buy	+50	New	+$1.51K	﹤0.01%	603
2017 Q4	–	Sell	-206	Closed	-$7K	–	466
2017 Q3	$7K	Buy	+206	New	+$6.7K	﹤0.01%	76
2016 Q3	–	Sell	-240	Closed	-$8K	–	223
2016 Q2	$8K	Sell	240 -234	-49%	-$7.72K	﹤0.01%	173
2016 Q1	$15K	Buy	+474	New	+$13.8K	﹤0.01%	154

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Lenox Wealth Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 30% in Q1 2022, selling an estimated $15K and leaving 1,000 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #274.

Lenox Wealth Advisors first reported a position in XLE in Q1 2016 and has held it in 10 quarters since. 1,546 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

Lenox Wealth Advisors held 1,000 shares of State Street Energy Select Sector SPDR ETF worth $40K as of Q1 2022.
Lenox Wealth Advisors sold 434 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $15K.
State Street Energy Select Sector SPDR ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #274 holding.
Lenox Wealth Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2016 and has held it in 10 quarters since.
1,546 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

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