Spdr S&p 500 Etf shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $118k | 381 | 309.71 |
| 2020-03-31 | $110k | 425 | 258.82 |
| 2019-12-31 | $139k | 430 | 323.26 |
| 2019-09-30 | $124k | 418 | 296.65 |
| 2019-06-30 | $106k | 360 | 294.44 |
| 2019-03-31 | $87k | 305 | 285.25 |
| 2018-12-31 | $118k | 470 | 251.06 |
| 2018-09-30 | $99k | 340 | 291.18 |
| 2018-06-30 | $279k | 1.0k | 272.20 |
| 2018-03-31 | $261k | 990 | 263.64 |
| 2017-12-31 | $136k | 506 | 268.77 |
| 2017-09-30 | $221k | 878 | 251.71 |
| 2017-06-30 | $240k | 989 | 242.67 |
| 2017-03-31 | $283k | 1.2k | 235.83 |
| 2016-12-31 | $134k | 600 | 223.33 |
| 2016-03-31 | $94k | 455 | 206.59 |
| 2015-12-31 | $93k | 455 | 204.40 |
| 2015-09-30 | $87k | 455 | 191.21 |
| 2015-06-30 | $76k | 367 | 207.08 |
| 2015-03-31 | $76k | 367 | 207.08 |
| 2014-12-31 | $70k | 355 | 197.18 |
| 2014-09-30 | $70k | 355 | 197.18 |
| 2014-06-30 | $68k | 347 | 195.97 |
| 2014-03-31 | $136k | 727 | 187.07 |
| 2013-12-31 | $417k | 2.3k | 184.76 |