Lenox Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$25K	Sell	437 -271	-38%	-$15.8K	0.01%	330
2020 Q1	$38K	Sell	708 -922	-57%	-$56K	0.01%	267
2019 Q4	$103K	Sell	1,630 -172	-10%	-$10.6K	0.03%	215
2019 Q3	$110K	Buy	1,802 +652	+57%	+$39.2K	0.03%	199
2019 Q2	$66K	Buy	1,150 +53	+5%	+$3.03K	0.02%	224
2019 Q1	$62K	Buy	1,097 +1,028	+1,490%	+$55K	0.02%	229
2018 Q4	$2K	Sell	69 -2,728	-98%	-$148K	﹤0.01%	575
2018 Q3	$162K	Buy	+2,797	New	+$150K	0.05%	159

Other funds holding XLP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Lenox Wealth Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 38% in Q2 2020, selling an estimated $15.8K and leaving 437 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #330.

Lenox Wealth Management first reported a position in XLP in Q3 2018 and has held it in 8 quarters since. The position peaked at $162K in Q3 2018. 769 funds tracked by Wall St. Rank hold XLP as of Q2 2020.

Lenox Wealth Management held 437 shares of State Street Consumer Staples Select Sector SPDR ETF worth $25K as of Q2 2020.
Lenox Wealth Management sold 271 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2020, an estimated $15.8K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #330 holding.
Lenox Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2018 and has held it in 8 quarters since.
Lenox Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $162K in Q3 2018.
769 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2020.

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