IndexIQ Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

IndexIQ Advisors’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$9.96M	Buy	72,726 +66,853	+1,138%	+$8.85M	0.35%	60
2021 Q4	$827K	Buy	5,873 +1,177	+25%	+$156K	0.03%	337
2021 Q3	$597K	Sell	4,696 -473	-9%	-$62.5K	0.02%	441
2021 Q2	$651K	Sell	5,169 -41,245	-89%	-$5.05M	0.02%	379
2021 Q1	$5.42M	Buy	46,414 +20,918	+82%	+$2.41M	0.19%	82
2020 Q4	$2.89M	Buy	25,496 +1,788	+8%	+$195K	0.11%	138
2020 Q3	$2.5M	Buy	23,708 +2,623	+12%	+$276K	0.1%	146
2020 Q2	$2.11M	Sell	21,085 -43,715	-67%	-$4.31M	0.09%	162
2020 Q1	$5.74M	Sell	64,800 -25,229	-28%	-$2.45M	0.27%	67
2019 Q4	$9.17M	Buy	90,029 +65,874	+273%	+$6.33M	0.33%	57
2019 Q3	$2.18M	Sell	24,155 -16,365	-40%	-$1.49M	0.08%	175
2019 Q2	$3.75M	Buy	40,520 +31,881	+369%	+$2.87M	0.12%	150
2019 Q1	$793K	Buy	8,639 +224	+3%	+$20.2K	0.02%	441
2018 Q4	$728K	Sell	8,415 -5,061	-38%	-$458K	0.02%	448
2018 Q3	$1.28M	Sell	13,476 -22,274	-62%	-$2.01M	0.04%	419
2018 Q2	$2.98M	Buy	35,750 +23,916	+202%	+$1.98M	0.09%	176
2018 Q1	$964K	Sell	11,834 -5,186	-30%	-$442K	0.03%	453
2017 Q4	$1.41M	Sell	17,020 -68,301	-80%	-$5.63M	0.05%	294
2017 Q3	$6.97M	Sell	85,321 -88,141	-51%	-$7.08M	0.3%	48
2017 Q2	$13.7M	Buy	173,462 +99,565	+135%	+$7.59M	0.66%	39
2017 Q1	$5.5M	Buy	73,897 +51,830	+235%	+$3.78M	0.28%	48
2016 Q4	$1.52M	Sell	22,067 -26,426	-54%	-$1.83M	0.08%	128
2016 Q3	$3.5M	Buy	48,493 +42,645	+729%	+$3.14M	0.17%	51
2016 Q2	$419K	Buy	+5,848	New	+$412K	0.02%	189
2016 Q1	–	Sell	-677	Closed	-$49K	–	285
2015 Q4	$49K	Buy	+677	New	+$47.8K	﹤0.01%	224

Other funds holding XLV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

RJA

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

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

IndexIQ Advisors's XLV Position: Q1 2022 in Review

IndexIQ Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1,138% in Q1 2022, buying an estimated $8.85M and bringing the position to 72,726 shares worth $9.96M. The position accounts for 0.35% of the portfolio, ranked #60.

IndexIQ Advisors first reported a position in XLV in Q4 2015 and has held it in 25 quarters since. The position peaked at $13.7M in Q2 2017. 1,439 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

IndexIQ Advisors held 72,726 shares of State Street Health Care Select Sector SPDR ETF worth $9.96M as of Q1 2022.
IndexIQ Advisors bought 66,853 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $8.85M.
State Street Health Care Select Sector SPDR ETF made up 0.35% of IndexIQ Advisors's portfolio in Q1 2022, its #60 holding.
IndexIQ Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 25 quarters since.
IndexIQ Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $13.7M in Q2 2017.
1,439 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

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