IndexIQ Advisors’s SPX Corp SPXC Stock Holding History

IndexIQ Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$399K	Buy	8,069 +822	+11%	+$42.5K	0.01%	714
2021 Q4	$433K	Sell	7,247 -469	-6%	-$28.4K	0.01%	706
2021 Q3	$412K	Buy	7,716 +773	+11%	+$47.4K	0.01%	790
2021 Q2	$424K	Buy	6,943 +103	+2%	+$6.26K	0.01%	614
2021 Q1	$399K	Buy	6,840 +423	+7%	+$24.1K	0.01%	743
2020 Q4	$350K	Buy	6,417 +663	+12%	+$33.3K	0.01%	562
2020 Q3	$267K	Buy	5,754 +313	+6%	+$13.2K	0.01%	460
2020 Q2	$224K	Sell	5,441 -398	-7%	-$15K	0.01%	465
2020 Q1	$191K	Sell	5,839 -17,476	-75%	-$787K	0.01%	408
2019 Q4	$1.19M	Sell	23,315 -7,400	-24%	-$338K	0.04%	219
2019 Q3	$1.23M	Sell	30,715 -5,753	-16%	-$213K	0.04%	262
2019 Q2	$1.2M	Sell	36,468 -9,150	-20%	-$305K	0.04%	348
2019 Q1	$1.59M	Sell	45,618 -19,089	-30%	-$620K	0.05%	270
2018 Q4	$1.81M	Sell	64,707 -5,282	-8%	-$154K	0.05%	259
2018 Q3	$2.33M	Buy	69,989 +2,644	+4%	+$93.1K	0.08%	273
2018 Q2	$2.36M	Buy	67,345 +5,657	+9%	+$192K	0.07%	263
2018 Q1	$2M	Buy	+61,688	New	+$1.95M	0.06%	324

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return