Lenox Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$10K	Sell	151 -4	-3%	-$259	﹤0.01%	440
2020 Q1	$9K	Sell	155 -1,098	-88%	-$82.7K	﹤0.01%	410
2019 Q4	$102K	Sell	1,253 -81	-6%	-$6.47K	0.03%	216
2019 Q3	$103K	Buy	1,334 +533	+67%	+$40.9K	0.03%	204
2019 Q2	$62K	Sell	801 -24	-3%	-$1.82K	0.02%	229
2019 Q1	$62K	Sell	825 -484	-37%	-$35K	0.02%	228
2018 Q4	$66K	Sell	1,309 -2,856	-69%	-$202K	0.02%	193
2018 Q3	$225K	Buy	+4,165	New	+$317K	0.07%	136

Other funds holding XLI

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Lenox Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.6% in Q2 2020, selling an estimated $259 and leaving 151 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Lenox Wealth Management first reported a position in XLI in Q3 2018 and has held it in 8 quarters since. The position peaked at $225K in Q3 2018. 690 funds tracked by Wall St. Rank hold XLI as of Q2 2020.

Lenox Wealth Management held 151 shares of State Street Industrial Select Sector SPDR ETF worth $10K as of Q2 2020.
Lenox Wealth Management sold 4 State Street Industrial Select Sector SPDR ETF shares in Q2 2020, an estimated $259.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #440 holding.
Lenox Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $225K in Q3 2018.
690 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2020.

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