IndexIQ Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

IndexIQ Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$10.9M	Sell	284,388 -44,862	-14%	-$1.55M	0.38%	55
2021 Q4	$9.14M	Buy	329,250 +154,800	+89%	+$4.37M	0.31%	56
2021 Q3	$4.54M	Buy	174,450 +45,824	+36%	+$1.14M	0.15%	109
2021 Q2	$3.46M	Buy	128,626 +94,244	+274%	+$2.45M	0.12%	145
2021 Q1	$844K	Sell	34,382 -35,828	-51%	-$827K	0.03%	288
2020 Q4	$1.33M	Sell	70,210 -112,658	-62%	-$1.94M	0.05%	210
2020 Q3	$2.74M	Sell	182,868 -10,600	-5%	-$188K	0.11%	131
2020 Q2	$3.66M	Buy	193,468 +126,524	+189%	+$2.35M	0.16%	74
2020 Q1	$972K	Buy	66,944 +44,882	+203%	+$1.06M	0.05%	199
2019 Q4	$663K	Sell	22,062 -293,632	-93%	-$8.71M	0.02%	401
2019 Q3	$9.35M	Buy	315,694 +142,578	+82%	+$4.31M	0.33%	60
2019 Q2	$5.51M	Sell	173,116 -95,338	-36%	-$3.05M	0.17%	76
2019 Q1	$8.88M	Buy	268,454 +110,248	+70%	+$3.54M	0.26%	60
2018 Q4	$4.54M	Buy	158,206 +133,938	+552%	+$4.48M	0.13%	149
2018 Q3	$919K	Buy	24,268 +7,014	+41%	+$263K	0.03%	445
2018 Q2	$655K	Buy	17,254 +15,562	+920%	+$578K	0.02%	474
2018 Q1	$57K	Sell	1,692 -1,746	-51%	-$61.8K	﹤0.01%	551
2017 Q4	$125K	Sell	3,438 -7,200	-68%	-$248K	﹤0.01%	517
2017 Q3	$364K	Sell	10,638 -4,984	-32%	-$162K	0.02%	433
2017 Q2	$507K	Buy	15,622 +2,194	+16%	+$73.7K	0.02%	278
2017 Q1	$470K	Buy	13,428 +2,996	+29%	+$108K	0.02%	201
2016 Q4	$393K	Sell	10,432 -22,826	-69%	-$825K	0.02%	222
2016 Q3	$1.17M	Buy	33,258 +24,096	+263%	+$826K	0.06%	130
2016 Q2	$313K	Buy	+9,162	New	+$302K	0.02%	203

Other funds holding XLE

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Goldman Sachs New York $871B AUM 31.28% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IndexIQ Advisors's XLE Position: Q1 2022 in Review

IndexIQ Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q1 2022, selling an estimated $1.55M and leaving 284,388 shares worth $10.9M. The position accounts for 0.38% of the portfolio, ranked #55.

IndexIQ Advisors first reported a position in XLE in Q2 2016 and has held it in 24 quarters since. 1,545 funds tracked by Wall St. Rank hold XLE as of Q1 2022.

IndexIQ Advisors held 284,388 shares of State Street Energy Select Sector SPDR ETF worth $10.9M as of Q1 2022.
IndexIQ Advisors sold 44,862 State Street Energy Select Sector SPDR ETF shares in Q1 2022, an estimated $1.55M.
State Street Energy Select Sector SPDR ETF made up 0.38% of IndexIQ Advisors's portfolio in Q1 2022, its #55 holding.
IndexIQ Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2016 and has held it in 24 quarters since.
1,545 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2022.

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