Lenox Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$36K Buy
678
+352
+108% +$18.1K 0.01% 294
2020
Q1
$14K Sell
326
-1,452
-82% -$75.1K ﹤0.01% 360
2019
Q4
$95K Sell
1,778
-284
-14% -$14.6K 0.03% 226
2019
Q3
$102K Buy
2,062
+745
+57% +$37.3K 0.03% 207
2019
Q2
$64K Buy
1,317
+326
+33% +$15.9K 0.02% 227
2019
Q1
$46K Buy
991
+689
+228% +$31.4K 0.01% 247
2018
Q4
$30K Sell
302
-1,627
-84% -$72.9K 0.01% 245
2018
Q3
$226K Buy
+1,929
New +$95.3K 0.07% 135

Other funds holding XLC

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

Lenox Wealth Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 108% in Q2 2020, buying an estimated $18.1K and bringing the position to 678 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #294.

Lenox Wealth Management first reported a position in XLC in Q3 2018 and has held it in 8 quarters since. The position peaked at $226K in Q3 2018. 460 funds tracked by Wall St. Rank hold XLC as of Q2 2020.

  • Lenox Wealth Management held 678 shares of State Street Communication Services Select Sector SPDR ETF worth $36K as of Q2 2020.
  • Lenox Wealth Management bought 352 State Street Communication Services Select Sector SPDR ETF shares in Q2 2020, an estimated $18.1K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #294 holding.
  • Lenox Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 8 quarters since.
  • Lenox Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $226K in Q3 2018.
  • 460 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2020.

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