Lenox Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$57K	Buy	+750	New	+$58.9K	0.01%	236
2021 Q3	–	Sell	-168	Closed	-$12K	–	803
2021 Q2	$12K	Buy	+168	New	+$11.8K	﹤0.01%	449
2021 Q1	–	Sell	-892	Closed	-$58K	–	767
2020 Q4	$58K	Sell	892 -80	-8%	-$4.87K	0.01%	171
2020 Q3	$57K	Buy	972 +80	+9%	+$4.52K	0.01%	153
2020 Q2	$47K	Hold	892	–	–	0.01%	171
2020 Q1	$36K	Buy	+892	New	+$40.7K	0.01%	173
2016 Q2	–	Sell	-2,330	Closed	-$52K	–	266
2016 Q1	$52K	Buy	+2,330	New	+$48.1K	0.02%	87
2014 Q1	–	Sell	-1,692	Closed	-$30K	–	344
2013 Q4	$30K	Buy	1,692 +688	+69%	+$11.7K	0.02%	86
2013 Q3	$16K	Buy	+1,004	New	+$16K	0.01%	75

Other funds holding XLK

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Lenox Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022: 750 shares worth $57K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in XLK as recently as Q2 2021.

Lenox Wealth Advisors first reported a position in XLK in Q3 2013 and has held it in 9 quarters since. The position peaked at $58K in Q4 2020. 1,575 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

Lenox Wealth Advisors held 750 shares of State Street Technology Select Sector SPDR ETF worth $57K as of Q1 2022.
State Street Technology Select Sector SPDR ETF was a new Lenox Wealth Advisors position in Q1 2022.
State Street Technology Select Sector SPDR ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #236 holding.
Lenox Wealth Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2013 and has held it in 9 quarters since.
Lenox Wealth Advisors's State Street Technology Select Sector SPDR ETF position peaked at $58K in Q4 2020.
1,575 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

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