Lenox Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$43K	Buy	300 +50	+20%	+$6.62K	0.01%	261
2021 Q4	$35K	Hold	250	–	–	﹤0.01%	315
2021 Q3	$32K	Buy	250 +154	+160%	+$20.4K	﹤0.01%	299
2021 Q2	$12K	Buy	+96	New	+$11.8K	﹤0.01%	450
2020 Q4	–	Sell	-40	Closed	-$4K	–	688
2020 Q3	$4K	Sell	40 -318	-89%	-$33.5K	﹤0.01%	467
2020 Q2	$36K	Hold	358	–	–	0.01%	198
2020 Q1	$32K	Buy	+358	New	+$34.8K	0.01%	185
2016 Q4	–	Sell	-2,739	Closed	-$198K	–	197
2016 Q3	$198K	Hold	2,739	–	–	0.06%	36
2016 Q2	$196K	Sell	2,739 -390	-12%	-$27.5K	0.06%	37
2016 Q1	$212K	Buy	3,129 +390	+14%	+$26.1K	0.06%	36
2015 Q4	$197K	Buy	+2,739	New	+$194K	0.06%	35
2013 Q4	–	Sell	-190	Closed	-$10K	–	413
2013 Q3	$10K	Buy	+190	New	+$9.55K	0.01%	105

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Lenox Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q1 2022, buying an estimated $6.62K and bringing the position to 300 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #261.

Lenox Wealth Advisors first reported a position in XLV in Q3 2013 and has held it in 12 quarters since. The position peaked at $212K in Q1 2016. 1,439 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

Lenox Wealth Advisors held 300 shares of State Street Health Care Select Sector SPDR ETF worth $43K as of Q1 2022.
Lenox Wealth Advisors bought 50 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $6.62K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #261 holding.
Lenox Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and has held it in 12 quarters since.
Lenox Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $212K in Q1 2016.
1,439 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

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