IndexIQ Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

IndexIQ Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-37,196	Closed	-$2.25M	–	828
2019 Q3	$2.25M	Sell	37,196 -68,166	-65%	-$4.11M	0.08%	173
2019 Q2	$6.28M	Buy	105,362 +72,018	+216%	+$4.21M	0.19%	70
2019 Q1	$1.9M	Buy	33,344 +32,370	+3,323%	+$1.76M	0.06%	181
2018 Q4	$48K	Sell	974 -31,282	-97%	-$1.65M	﹤0.01%	552
2018 Q3	$1.89M	Sell	32,256 -23,036	-42%	-$1.31M	0.06%	355
2018 Q2	$3.02M	Buy	55,292 +18,042	+48%	+$953K	0.09%	174
2018 Q1	$1.89M	Sell	37,250 -41,450	-53%	-$2.16M	0.06%	413
2017 Q4	$3.88M	Sell	78,700 -1,028	-1%	-$48.4K	0.14%	80
2017 Q3	$3.59M	Buy	79,728 +35,952	+82%	+$1.62M	0.15%	76
2017 Q2	$1.96M	Buy	43,776 +16,044	+58%	+$719K	0.09%	116
2017 Q1	$1.22M	Buy	27,732 +8,652	+45%	+$371K	0.06%	137
2016 Q4	$777K	Sell	19,080 -21,448	-53%	-$866K	0.04%	179
2016 Q3	$1.62M	Buy	40,528 +29,104	+255%	+$1.17M	0.08%	107
2016 Q2	$446K	Buy	11,424 +9,786	+597%	+$385K	0.03%	183
2016 Q1	$65K	Buy	1,638 +656	+67%	+$24.4K	﹤0.01%	229
2015 Q4	$38K	Buy	+982	New	+$39K	﹤0.01%	233

Other funds holding XLY

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IndexIQ Advisors's XLY Position: Q4 2019 in Review

IndexIQ Advisors sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2019, closing a stake of 37,196 shares — an estimated $2.25M sold.

IndexIQ Advisors first reported a position in XLY in Q4 2015 and held it in 16 quarters. The position peaked at $6.28M in Q2 2019. 809 funds tracked by Wall St. Rank hold XLY as of Q4 2019.

IndexIQ Advisors reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2019 after selling out during the quarter.
IndexIQ Advisors sold 37,196 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2019, an estimated $2.25M.
IndexIQ Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2015 and held it in 16 quarters.
IndexIQ Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $6.28M in Q2 2019.
809 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2019.

Based on IndexIQ Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.