Lenox Wealth Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-270	Closed	-$21K	–	1022
2021 Q4	$21K	Buy	270 +120	+80%	+$8.7K	﹤0.01%	389
2021 Q3	$10K	Buy	+150	New	+$10.7K	﹤0.01%	477
2020 Q4	–	Sell	-40	Closed	-$3K	–	687
2020 Q3	$3K	Sell	40 -303	-88%	-$19.1K	﹤0.01%	494
2020 Q2	$20K	Hold	343	–	–	﹤0.01%	296
2020 Q1	$19K	Buy	+343	New	+$20.8K	﹤0.01%	274

Other funds holding XLP

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Lenox Wealth Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q1 2022, closing a stake of 270 shares — an estimated $21K sold.

Lenox Wealth Advisors first reported a position in XLP in Q1 2020 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 1,040 funds tracked by Wall St. Rank hold XLP as of Q1 2022.

Lenox Wealth Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 270 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2022, an estimated $21K.
Lenox Wealth Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2020 and held it in 5 quarters.
Lenox Wealth Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $21K in Q4 2021.
1,040 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2022.

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