IndexIQ Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

IndexIQ Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,304	Closed	-$251K	–	1065
2020 Q1	$251K	Sell	9,304 -10,260	-52%	-$411K	0.01%	266
2019 Q4	$925K	Sell	19,564 -33,383	-63%	-$1.51M	0.03%	296
2019 Q3	$2.28M	Sell	52,947 -12,289	-19%	-$524K	0.08%	170
2019 Q2	$2.83M	Sell	65,236 -30,824	-32%	-$1.34M	0.09%	164
2019 Q1	$4.01M	Sell	96,060 -46,924	-33%	-$2.01M	0.12%	148
2018 Q4	$5.34M	Buy	142,984 +140,149	+4,944%	+$5.94M	0.15%	121
2018 Q3	$132K	Sell	2,835 -216	-7%	-$10.5K	﹤0.01%	551
2018 Q2	$144K	Sell	3,051 -152	-5%	-$7.42K	﹤0.01%	540
2018 Q1	$154K	Sell	3,203 -38,820	-92%	-$1.93M	0.01%	538
2017 Q4	$1.99M	Buy	42,023 +21,269	+102%	+$978K	0.07%	147
2017 Q3	$937K	Buy	20,754 +14,467	+230%	+$620K	0.04%	274
2017 Q2	$274K	Sell	6,287 -513	-8%	-$21.8K	0.01%	460
2017 Q1	$288K	Buy	+6,800	New	+$299K	0.01%	234

Other funds holding KBE

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IndexIQ Advisors's KBE Position: Q2 2020 in Review

IndexIQ Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2020, closing a stake of 9,304 shares — an estimated $251K sold.

IndexIQ Advisors first reported a position in KBE in Q1 2017 and held it in 13 quarters. The position peaked at $5.34M in Q4 2018. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

IndexIQ Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2020 after selling out during the quarter.
IndexIQ Advisors sold 9,304 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $251K.
IndexIQ Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 13 quarters.
IndexIQ Advisors's State Street SPDR S&P Bank ETF position peaked at $5.34M in Q4 2018.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on IndexIQ Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.