Lenox Wealth Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$72K	Sell	1,910 -917	-32%	-$35.8K	0.01%	199
2021 Q4	$110K	Buy	2,827 +500	+21%	+$19.7K	0.01%	162
2021 Q3	$87K	Buy	2,327 +1,000	+75%	+$37.4K	0.01%	167
2021 Q2	$49K	Hold	1,327	–	–	0.01%	238
2021 Q1	$45K	Hold	1,327	–	–	0.01%	205
2020 Q4	$39K	Hold	1,327	–	–	0.01%	215
2020 Q3	$32K	Hold	1,327	–	–	﹤0.01%	218
2020 Q2	$31K	Hold	1,327	–	–	﹤0.01%	220
2020 Q1	$28K	Sell	1,327 -194	-13%	-$5.34K	0.01%	212
2019 Q4	$47K	Buy	1,521 +129	+9%	+$3.79K	0.01%	184
2019 Q3	$39K	Sell	1,392 -2,407	-63%	-$66.4K	0.01%	180
2019 Q2	$105K	Sell	3,799 -2,125	-36%	-$57.6K	0.02%	108
2019 Q1	$152K	Sell	5,924 -1,340	-18%	-$34.6K	0.03%	84
2018 Q4	$173K	Sell	7,264 -2,205	-23%	-$57.3K	0.04%	70
2018 Q3	$261K	Buy	9,469 +2,204	+30%	+$61.7K	0.05%	61
2018 Q2	$193K	Hold	7,265	–	–	0.04%	58
2018 Q1	$200K	Hold	7,265	–	–	0.05%	59
2017 Q4	$203K	Buy	+7,265	New	+$195K	0.06%	45
2016 Q4	–	Sell	-2,497	Closed	-$48K	–	195
2016 Q3	$48K	Sell	2,497 -343	-12%	-$7.08K	0.01%	86
2016 Q2	$57K	Sell	2,840 -1,236	-30%	-$25K	0.02%	82
2016 Q1	$81K	Buy	4,076 +1,236	+44%	+$23.5K	0.02%	63
2015 Q4	$59K	Buy	+2,840	New	+$59.8K	0.02%	75
2014 Q1	–	Sell	-1,511	Closed	-$29K	–	343
2013 Q4	$29K	Buy	+1,511	New	+$27.8K	0.02%	91

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 32% in Q1 2022, selling an estimated $35.8K and leaving 1,910 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #199.

Lenox Wealth Advisors first reported a position in XLF in Q4 2013 and has held it in 23 quarters since. The position peaked at $261K in Q3 2018. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

Lenox Wealth Advisors held 1,910 shares of State Street Financial Select Sector SPDR ETF worth $72K as of Q1 2022.
Lenox Wealth Advisors sold 917 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $35.8K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #199 holding.
Lenox Wealth Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 23 quarters since.
Lenox Wealth Advisors's State Street Financial Select Sector SPDR ETF position peaked at $261K in Q3 2018.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

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