IndexIQ Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

IndexIQ Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-62	Closed	-$2K	–	1093
2020 Q1	$2K	Buy	+62	New	+$1.98K	﹤0.01%	976
2019 Q4	–	Sell	-12,604	Closed	-$408K	–	827
2019 Q3	$408K	Sell	12,604 -21,646	-63%	-$668K	0.01%	482
2019 Q2	$1.02M	Sell	34,250 -5,700	-14%	-$167K	0.03%	406
2019 Q1	$1.16M	Buy	39,950 +13,932	+54%	+$387K	0.03%	404
2018 Q4	$688K	Sell	26,018 -35,744	-58%	-$971K	0.02%	457
2018 Q3	$1.63M	Buy	61,762 +14,152	+30%	+$376K	0.05%	389
2018 Q2	$1.24M	Buy	+47,610	New	+$1.2M	0.04%	443
2017 Q3	–	Sell	-7,208	Closed	-$188K	–	559
2017 Q2	$188K	Buy	7,208 +6,266	+665%	+$165K	0.01%	482
2017 Q1	$24K	Buy	942 +132	+16%	+$3.3K	﹤0.01%	304
2016 Q4	$20K	Buy	+810	New	+$19.3K	﹤0.01%	295

Other funds holding XLU

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IndexIQ Advisors's XLU Position: Q2 2020 in Review

IndexIQ Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2020, closing a stake of 62 shares — an estimated $2K sold.

IndexIQ Advisors first reported a position in XLU in Q4 2016 and held it in 10 quarters. The position peaked at $1.63M in Q3 2018. 801 funds tracked by Wall St. Rank hold XLU as of Q2 2020.

IndexIQ Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
IndexIQ Advisors sold 62 State Street Utilities Select Sector SPDR ETF shares in Q2 2020, an estimated $2K.
IndexIQ Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and held it in 10 quarters.
IndexIQ Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $1.63M in Q3 2018.
801 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2020.

Based on IndexIQ Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.