IndexIQ Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IndexIQ Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$20.6M	Buy	537,412 +253,695	+89%	+$9.92M	0.73%	26
2021 Q4	$11.1M	Buy	283,717 +10,767	+4%	+$423K	0.37%	47
2021 Q3	$10.2M	Buy	272,950 +56,534	+26%	+$2.12M	0.34%	58
2021 Q2	$7.94M	Buy	216,416 +138,464	+178%	+$5.07M	0.27%	68
2021 Q1	$2.65M	Sell	77,952 -142,295	-65%	-$4.57M	0.09%	200
2020 Q4	$6.49M	Sell	220,247 -88,004	-29%	-$2.35M	0.24%	65
2020 Q3	$7.42M	Sell	308,251 -88,673	-22%	-$2.16M	0.31%	59
2020 Q2	$9.19M	Buy	396,924 +91,773	+30%	+$2.08M	0.41%	50
2020 Q1	$6.35M	Sell	305,151 -148,865	-33%	-$4.1M	0.3%	64
2019 Q4	$14M	Buy	454,016 +175,554	+63%	+$5.15M	0.5%	45
2019 Q3	$7.8M	Buy	278,462 +46,594	+20%	+$1.29M	0.28%	66
2019 Q2	$6.4M	Buy	231,868 +154,877	+201%	+$4.19M	0.2%	69
2019 Q1	$1.98M	Sell	76,991 -110,231	-59%	-$2.84M	0.06%	174
2018 Q4	$4.46M	Sell	187,222 -511,509	-73%	-$13.3M	0.12%	150
2018 Q3	$19.3M	Sell	698,731 -103,535	-13%	-$2.9M	0.62%	32
2018 Q2	$21.3M	Sell	802,266 -82,139	-9%	-$2.27M	0.66%	31
2018 Q1	$24.4M	Sell	884,405 -367,888	-29%	-$10.6M	0.78%	28
2017 Q4	$35M	Sell	1,252,293 -24,689	-2%	-$664K	1.28%	16
2017 Q3	$33M	Sell	1,276,982 -396,608	-24%	-$9.9M	1.42%	13
2017 Q2	$41.3M	Buy	1,673,590 +133,877	+9%	+$3.18M	1.99%	13
2017 Q1	$36.5M	Buy	1,539,713 +1,360,439	+759%	+$32.6M	1.89%	12
2016 Q4	$4.17M	Sell	179,274 -158,700	-47%	-$3.4M	0.21%	62
2016 Q3	$6.52M	Sell	337,974 -992,961	-75%	-$20.5M	0.32%	38
2016 Q2	$26.7M	Buy	1,330,935 +1,269,863	+2,079%	+$25.7M	1.55%	17
2016 Q1	$1.21M	Buy	61,072 +59,097	+2,992%	+$1.13M	0.08%	93
2015 Q4	$41K	Sell	1,975 -4,304	-69%	-$90.7K	﹤0.01%	229
2015 Q3	$125K	Buy	+6,279	New	+$133K	0.01%	191

Other funds holding XLF

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

IndexIQ Advisors's XLF Position: Q1 2022 in Review

IndexIQ Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 89% in Q1 2022, buying an estimated $9.92M and bringing the position to 537,412 shares worth $20.6M. The position accounts for 0.73% of the portfolio, ranked #26.

IndexIQ Advisors first reported a position in XLF in Q3 2015 and has held it in 27 quarters since. The position peaked at $41.3M in Q2 2017. 1,507 funds tracked by Wall St. Rank hold XLF as of Q1 2022.

IndexIQ Advisors held 537,412 shares of State Street Financial Select Sector SPDR ETF worth $20.6M as of Q1 2022.
IndexIQ Advisors bought 253,695 State Street Financial Select Sector SPDR ETF shares in Q1 2022, an estimated $9.92M.
State Street Financial Select Sector SPDR ETF made up 0.73% of IndexIQ Advisors's portfolio in Q1 2022, its #26 holding.
IndexIQ Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2015 and has held it in 27 quarters since.
IndexIQ Advisors's State Street Financial Select Sector SPDR ETF position peaked at $41.3M in Q2 2017.
1,507 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2022.

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