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IndexIQ Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

IndexIQ Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$136K Sell
3,260
-3,731
-53% -$154K ﹤0.01% 1058
2021
Q4 		$293K Buy
+6,991
New +$285K 0.01% 955
2019
Q1 		– Sell
-36,302
Closed -$986K – 672
2018
Q4 		$986K Buy
36,302
+28,957
+394% +$852K 0.03% 418
2018
Q3 		$228K Buy
7,345
+7,233
+6,458% +$223K 0.01% 539
2018
Q2 		$3K Buy
+112
New +$3.33K ﹤0.01% 556

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

IndexIQ Advisors's SPYV Position: Q1 2022 in Review

IndexIQ Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 53% in Q1 2022, selling an estimated $154K and leaving 3,260 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

IndexIQ Advisors first reported a position in SPYV in Q2 2018 and has held it in 5 quarters since. The position peaked at $986K in Q4 2018. 591 funds tracked by Wall St. Rank hold SPYV as of Q1 2022.

  • IndexIQ Advisors held 3,260 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $136K as of Q1 2022.
  • IndexIQ Advisors sold 3,731 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2022, an estimated $154K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1058 holding.
  • IndexIQ Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2018 and has held it in 5 quarters since.
  • IndexIQ Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $986K in Q4 2018.
  • 591 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2022.

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