Lenox Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Lenox Wealth Management’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$0	Hold	20	–	–	﹤0.01%	794
2020 Q1	$0	Hold	20	–	–	﹤0.01%	767
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	681
2019 Q3	$0	Hold	20	–	–	﹤0.01%	727
2019 Q2	$0	Hold	20	–	–	﹤0.01%	716
2019 Q1	$1K	Buy	+20	New	+$707	﹤0.01%	663

Other funds holding SPYG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Lenox Wealth Management's SPYG Position: Q2 2020 in Review

Lenox Wealth Management held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q2 2020 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Lenox Wealth Management first reported a position in SPYG in Q1 2019 and has held it in 6 quarters since. The position peaked at $1K in Q4 2019. 460 funds tracked by Wall St. Rank hold SPYG as of Q2 2020.

Lenox Wealth Management held 20 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $0 as of Q2 2020.
Lenox Wealth Management left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q2 2020.
State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #794 holding.
Lenox Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2019 and has held it in 6 quarters since.
Lenox Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1K in Q4 2019.
460 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.