IndexIQ Advisors’s S&P Global SPGI Stock Holding History

IndexIQ Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$2.42M	Buy	5,903 +1,686	+40%	+$687K	0.09%	214
2021 Q4	$1.99M	Buy	4,217 +40	+1%	+$18.3K	0.07%	230
2021 Q3	$1.77M	Buy	4,177 +202	+5%	+$87.5K	0.06%	243
2021 Q2	$1.63M	Buy	+3,975	New	+$1.53M	0.06%	235
2021 Q1	–	Sell	-7,730	Closed	-$2.54M	–	1299
2020 Q4	$2.54M	Sell	7,730 -1,796	-19%	-$606K	0.09%	169
2020 Q3	$3.44M	Buy	9,526 +1,043	+12%	+$368K	0.14%	94
2020 Q2	$2.79M	Buy	8,483 +403	+5%	+$121K	0.13%	100
2020 Q1	$1.98M	Buy	8,080 +7,994	+9,295%	+$2.19M	0.09%	127
2019 Q4	$23K	Buy	+86	New	+$22.3K	﹤0.01%	585

Other funds holding SPGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

IndexIQ Advisors's SPGI Position: Q1 2022 in Review

IndexIQ Advisors increased its S&P Global (SPGI) stake by 40% in Q1 2022, buying an estimated $687K and bringing the position to 5,903 shares worth $2.42M. The position accounts for 0.09% of the portfolio, ranked #214.

IndexIQ Advisors first reported a position in SPGI in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.44M in Q3 2020. 1,647 funds tracked by Wall St. Rank hold SPGI as of Q1 2022.

IndexIQ Advisors held 5,903 shares of S&P Global worth $2.42M as of Q1 2022.
IndexIQ Advisors bought 1,686 S&P Global shares in Q1 2022, an estimated $687K.
S&P Global made up 0.09% of IndexIQ Advisors's portfolio in Q1 2022, its #214 holding.
IndexIQ Advisors first reported a position in S&P Global in Q4 2019 and has held it in 9 quarters since.
IndexIQ Advisors's S&P Global position peaked at $3.44M in Q3 2020.
1,647 funds tracked by Wall St. Rank held S&P Global as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.