Lenox Wealth Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$3K Sell
32
-218
-87% -$22.1K ﹤0.01% 626
2021
Q4
$26K Hold
250
﹤0.01% 354
2021
Q3
$24K Buy
+250
New +$25.7K ﹤0.01% 338
2018
Q1
Sell
-1,713
Closed -$130K 566
2017
Q4
$130K Buy
+1,713
New +$125K 0.04% 64
2013
Q4
Sell
-214
Closed -$10K 412
2013
Q3
$10K Buy
+214
New +$9.68K 0.01% 104

Other funds holding XLI

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

Lenox Wealth Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 87% in Q1 2022, selling an estimated $22.1K and leaving 32 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Lenox Wealth Advisors first reported a position in XLI in Q3 2013 and has held it in 5 quarters since. The position peaked at $130K in Q4 2017. 1,069 funds tracked by Wall St. Rank hold XLI as of Q1 2022.

  • Lenox Wealth Advisors held 32 shares of State Street Industrial Select Sector SPDR ETF worth $3K as of Q1 2022.
  • Lenox Wealth Advisors sold 218 State Street Industrial Select Sector SPDR ETF shares in Q1 2022, an estimated $22.1K.
  • State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #626 holding.
  • Lenox Wealth Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2013 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $130K in Q4 2017.
  • 1,069 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2022.

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