Lenox Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
SGI
CM
Lenox Wealth Management's XLY Position: Q2 2020 in Review
Lenox Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 175% in Q2 2020, buying an estimated $21.8K and bringing the position to 582 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #292.
Lenox Wealth Management first reported a position in XLY in Q2 2017 and has held it in 10 quarters since. The position peaked at $205K in Q3 2018. 776 funds tracked by Wall St. Rank hold XLY as of Q2 2020.
- Lenox Wealth Management held 582 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $37K as of Q2 2020.
- Lenox Wealth Management bought 370 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2020, an estimated $21.8K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #292 holding.
- Lenox Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2017 and has held it in 10 quarters since.
- Lenox Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $205K in Q3 2018.
- 776 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2020.
Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.