$362 Million is the total value of Symetra Life Insurance Co's 3 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Sell | VANGUARD INDEX FDS | $218,974,000 | -18.9% | 1,012,127 | -23.0% | 60.53% | -6.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $113,377,000 | -4.2% | 986,405 | -6.6% | 31.34% | +10.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $29,395,000 | +6.1% | 124,692 | +0.6% | 8.13% | +22.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Symetra Financial Corporation #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 11 | Q2 2018 | 65.7% |
| ISHARES TR | 11 | Q2 2018 | 37.8% |
| SPDR S&P 500 ETF TR | 11 | Q2 2018 | 8.1% |
| ISHARES TR | 2 | Q4 2019 | 100.0% |
View Symetra Life Insurance Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| POS EX | 2024-05-01 |
| POS EX | 2024-05-01 |
| POS EX | 2024-05-01 |
| EFFECT | 2024-04-30 |
| EFFECT | 2024-04-30 |
| EFFECT | 2024-04-30 |
| S-1/A | 2024-04-01 |
| S-1 | 2024-04-01 |
| S-1 | 2024-04-01 |
| 424B3 | 2024-03-11 |
View Symetra Life Insurance Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.