Spdr S&p 500 Etf shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $95M | 211k | 447.57 |
| 2021-12-31 | $104M | 220k | 474.96 |
| 2021-09-30 | $97M | 225k | 429.14 |
| 2021-06-30 | $97M | 227k | 428.06 |
| 2021-03-31 | $92M | 232k | 396.33 |
| 2020-12-31 | $97M | 260k | 373.88 |
| 2020-09-30 | $92M | 274k | 334.89 |
| 2020-06-30 | $86M | 280k | 308.36 |
| 2020-03-31 | $72M | 281k | 257.75 |
| 2019-12-31 | $93M | 288k | 321.86 |
| 2019-09-30 | $91M | 308k | 296.77 |
| 2019-06-30 | $91M | 311k | 293.00 |
| 2019-03-31 | $91M | 323k | 282.48 |
| 2018-12-31 | $80M | 318k | 249.92 |
| 2018-09-30 | $92M | 316k | 290.72 |
| 2018-06-30 | $84M | 311k | 271.28 |
| 2018-03-31 | $80M | 306k | 263.15 |
| 2017-12-31 | $79M | 296k | 266.86 |
| 2017-09-30 | $72M | 288k | 251.23 |
| 2017-06-30 | $69M | 285k | 241.80 |
| 2017-03-31 | $69M | 291k | 235.74 |
| 2016-12-31 | $65M | 291k | 223.53 |
| 2016-09-30 | $71M | 329k | 216.30 |
| 2016-06-30 | $73M | 350k | 209.47 |
| 2016-03-31 | $73M | 356k | 205.52 |
| 2015-12-31 | $67M | 329k | 203.87 |
| 2015-09-30 | $61M | 319k | 191.63 |
| 2015-06-30 | $58M | 279k | 205.85 |
| 2015-03-31 | $62M | 302k | 206.43 |
| 2014-12-31 | $59M | 292k | 203.07 |
| 2014-09-30 | $55M | 281k | 197.02 |
| 2014-06-30 | $57M | 288k | 196.24 |
| 2014-03-31 | $50M | 265k | 188.25 |
| 2013-12-31 | $47M | 254k | 184.69 |
| 2013-09-30 | $40M | 238k | 168.01 |
| 2013-06-30 | $37M | 227k | 160.42 |