IndexIQ Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

IndexIQ Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.84M	Buy	+23,098	New	+$1.81M	0.07%	231
2021 Q4	–	Sell	-20,122	Closed	-$1.5M	–	1181
2021 Q3	$1.5M	Sell	20,122 -39,474	-66%	-$3.05M	0.05%	259
2021 Q2	$4.4M	Buy	59,596 +35,300	+145%	+$2.47M	0.15%	105
2021 Q1	$1.61M	Buy	+24,296	New	+$1.6M	0.06%	224
2020 Q4	–	Sell	-25,856	Closed	-$1.51M	–	1092
2020 Q3	$1.51M	Sell	25,856 -18,174	-41%	-$1.03M	0.06%	192
2020 Q2	$2.3M	Buy	44,030 +39,604	+895%	+$1.86M	0.1%	144
2020 Q1	$178K	Buy	+4,426	New	+$202K	0.01%	686
2019 Q4	–	Sell	-2,852	Closed	-$115K	–	826
2019 Q3	$115K	Buy	+2,852	New	+$114K	﹤0.01%	537
2019 Q2	–	Sell	-58,646	Closed	-$2.17M	–	600
2019 Q1	$2.17M	Buy	58,646 +27,660	+89%	+$946K	0.06%	169
2018 Q4	$960K	Buy	30,986 +6,094	+24%	+$206K	0.03%	423
2018 Q3	$938K	Buy	24,892 +4,400	+21%	+$161K	0.03%	444
2018 Q2	$712K	Sell	20,492 -231,436	-92%	-$7.94M	0.02%	471
2018 Q1	$8.24M	Sell	251,928 -253,268	-50%	-$8.51M	0.26%	58
2017 Q4	$16.2M	Buy	505,196 +35,492	+8%	+$1.11M	0.59%	37
2017 Q3	$13.9M	Sell	469,704 -73,036	-13%	-$2.1M	0.6%	35
2017 Q2	$14.8M	Sell	542,740 -958,604	-64%	-$26.4M	0.71%	37
2017 Q1	$40M	Buy	1,501,344 +1,247,040	+490%	+$32.1M	2.07%	10
2016 Q4	$6.15M	Sell	254,304 -1,254,988	-83%	-$30M	0.31%	46
2016 Q3	$36.1M	Buy	1,509,292 +1,457,544	+2,817%	+$33.9M	1.77%	13
2016 Q2	$1.12M	Buy	51,748 +45,844	+776%	+$994K	0.07%	114
2016 Q1	$131K	Buy	5,904 +4,904	+490%	+$101K	0.01%	204
2015 Q4	$21K	Sell	1,000 -3,376	-77%	-$72.7K	﹤0.01%	248
2015 Q3	$86K	Buy	+4,376	New	+$90.1K	0.01%	205

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IndexIQ Advisors's XLK Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2022: 23,098 shares worth $1.84M. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in XLK as recently as Q3 2021.

IndexIQ Advisors first reported a position in XLK in Q3 2015 and has held it in 23 quarters since. The position peaked at $40M in Q1 2017. 1,572 funds tracked by Wall St. Rank hold XLK as of Q1 2022.

IndexIQ Advisors held 23,098 shares of State Street Technology Select Sector SPDR ETF worth $1.84M as of Q1 2022.
State Street Technology Select Sector SPDR ETF was a new IndexIQ Advisors position in Q1 2022.
State Street Technology Select Sector SPDR ETF made up 0.07% of IndexIQ Advisors's portfolio in Q1 2022, its #231 holding.
IndexIQ Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2015 and has held it in 23 quarters since.
IndexIQ Advisors's State Street Technology Select Sector SPDR ETF position peaked at $40M in Q1 2017.
1,572 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2022.

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