Lenox Wealth Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$36K Sell
400
-340
-46% -$31.1K ﹤0.01% 285
2021
Q4
$76K Hold
740
0.01% 205
2021
Q3
$66K Buy
+740
New +$67.2K 0.01% 202
2019
Q1
Sell
-52
Closed -$3K 632
2018
Q4
$3K Buy
+52
New +$2.75K ﹤0.01% 327
2016
Q4
Sell
-5,020
Closed -$201K 198
2016
Q3
$201K Hold
5,020
0.06% 35
2016
Q2
$196K Hold
5,020
0.06% 38
2016
Q1
$199K Hold
5,020
0.06% 38
2015
Q4
$196K Buy
+5,020
New +$199K 0.06% 36

Other funds holding XLY

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

Lenox Wealth Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 46% in Q1 2022, selling an estimated $31.1K and leaving 400 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Lenox Wealth Advisors first reported a position in XLY in Q4 2015 and has held it in 8 quarters since. The position peaked at $201K in Q3 2016. 1,032 funds tracked by Wall St. Rank hold XLY as of Q1 2022.

  • Lenox Wealth Advisors held 400 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $36K as of Q1 2022.
  • Lenox Wealth Advisors sold 340 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2022, an estimated $31.1K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #285 holding.
  • Lenox Wealth Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and has held it in 8 quarters since.
  • Lenox Wealth Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $201K in Q3 2016.
  • 1,032 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2022.

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