Lenox Wealth Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$25K	Hold	500	–	–	﹤0.01%	349
2021 Q4	$26K	Hold	500	–	–	﹤0.01%	355
2021 Q3	$22K	Hold	500	–	–	﹤0.01%	346
2021 Q2	$22K	Hold	500	–	–	﹤0.01%	345
2021 Q1	$20K	Hold	500	–	–	﹤0.01%	316
2020 Q4	$18K	Hold	500	–	–	﹤0.01%	336
2020 Q3	$18K	Hold	500	–	–	﹤0.01%	303
2020 Q2	$17K	Sell	500 -182	-27%	-$6.15K	﹤0.01%	317
2020 Q1	$21K	Buy	682 +156	+30%	+$5.83K	﹤0.01%	257
2019 Q4	$20K	Buy	526 +17	+3%	+$658	﹤0.01%	341
2019 Q3	$20K	Buy	509 +9	+2%	+$345	﹤0.01%	305
2019 Q2	$18K	Hold	500	–	–	﹤0.01%	230
2019 Q1	$18K	Hold	500	–	–	﹤0.01%	217
2018 Q4	$16K	Hold	500	–	–	﹤0.01%	214
2018 Q3	$16K	Sell	500 -191	-28%	-$6.34K	﹤0.01%	227
2018 Q2	$23K	Buy	691 +191	+38%	+$5.97K	0.01%	239
2018 Q1	$16K	Buy	500 +222	+80%	+$6.89K	﹤0.01%	296
2017 Q4	$9K	Buy	+278	New	+$9.17K	﹤0.01%	178
2016 Q4	–	Sell	-346	Closed	-$11K	–	196
2016 Q3	$11K	Buy	+346	New	+$11.6K	﹤0.01%	170

Other funds holding XLRE

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

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

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Lenox Wealth Advisors held its State Street Real Estate Select Sector SPDR ETF (XLRE) position steady in Q1 2022 at 500 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Lenox Wealth Advisors first reported a position in XLRE in Q3 2016 and has held it in 19 quarters since. The position peaked at $26K in Q4 2021. 638 funds tracked by Wall St. Rank hold XLRE as of Q1 2022.

Lenox Wealth Advisors held 500 shares of State Street Real Estate Select Sector SPDR ETF worth $25K as of Q1 2022.
Lenox Wealth Advisors left its State Street Real Estate Select Sector SPDR ETF share count unchanged in Q1 2022.
State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #349 holding.
Lenox Wealth Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 19 quarters since.
Lenox Wealth Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $26K in Q4 2021.
638 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2022.

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