Lenox Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$43K	Buy	1,881 +428	+29%	+$9.72K	0.01%	269
2020 Q1	$30K	Sell	1,453 -2,920	-67%	-$80.4K	0.01%	295
2019 Q4	$135K	Sell	4,373 -32	-0.7%	-$939	0.04%	187
2019 Q3	$123K	Buy	4,405 +1,428	+48%	+$39.4K	0.04%	187
2019 Q2	$82K	Buy	2,977 +1,470	+98%	+$39.8K	0.02%	208
2019 Q1	$39K	Sell	1,507 -200	-12%	-$5.16K	0.01%	263
2018 Q4	$41K	Sell	1,707 -7,039	-80%	-$183K	0.01%	223
2018 Q3	$241K	Buy	8,746 +1,188	+16%	+$33.2K	0.07%	134
2018 Q2	$201K	Buy	7,558 +369	+5%	+$10.2K	0.06%	134
2018 Q1	$198K	Buy	7,189 +4,767	+197%	+$137K	0.06%	124
2017 Q4	$68K	Buy	2,422 +976	+67%	+$26.3K	0.02%	185
2017 Q3	$37K	Hold	1,446	–	–	0.01%	258
2017 Q2	$36K	Sell	1,446 -58	-4%	-$1.38K	0.01%	234
2017 Q1	$36K	Buy	1,504 +1,053	+233%	+$25.2K	0.03%	109
2016 Q4	$10K	Buy	+451	New	+$9.68K	0.01%	169
2016 Q2	–	Sell	-66	Closed	-$1K	–	243
2016 Q1	$1K	Hold	66	–	–	﹤0.01%	237
2015 Q4	$1K	Buy	+66	New	+$1.39K	﹤0.01%	241

Other funds holding XLF

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lenox Wealth Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 29% in Q2 2020, buying an estimated $9.72K and bringing the position to 1,881 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #269.

Lenox Wealth Management first reported a position in XLF in Q4 2015 and has held it in 17 quarters since. The position peaked at $241K in Q3 2018. 994 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

Lenox Wealth Management held 1,881 shares of State Street Financial Select Sector SPDR ETF worth $43K as of Q2 2020.
Lenox Wealth Management bought 428 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $9.72K.
State Street Financial Select Sector SPDR ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #269 holding.
Lenox Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 17 quarters since.
Lenox Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $241K in Q3 2018.
994 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

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