Lenox Wealth Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$17K	Hold	440	–	–	﹤0.01%	405
2021 Q4	$16K	Hold	440	–	–	﹤0.01%	440
2021 Q3	$14K	Sell	440 -128	-23%	-$4.28K	﹤0.01%	429
2021 Q2	$18K	Buy	+568	New	+$18.6K	﹤0.01%	385
2020 Q3	–	Sell	-390	Closed	-$11K	–	658
2020 Q2	$11K	Hold	390	–	–	﹤0.01%	369
2020 Q1	$11K	Buy	+390	New	+$12.5K	﹤0.01%	334

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Lenox Wealth Advisors held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q1 2022 at 440 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Lenox Wealth Advisors first reported a position in XLU in Q1 2020 and has held it in 6 quarters since. The position peaked at $18K in Q2 2021. 1,054 funds tracked by Wall St. Rank hold XLU as of Q1 2022.

Lenox Wealth Advisors held 440 shares of State Street Utilities Select Sector SPDR ETF worth $17K as of Q1 2022.
Lenox Wealth Advisors left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q1 2022.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #405 holding.
Lenox Wealth Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2020 and has held it in 6 quarters since.
Lenox Wealth Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $18K in Q2 2021.
1,054 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2022.

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