$858 Million is the total value of NEW YORK LIFE INSURANCE CO's 12 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUSTtr unit | $437,339,000 | +3.9% | 1,740,790 | 0.0% | 51.00% | -5.6% | |
| VOO | Buy | VANGUARD S&P 500 ETF | $174,059,000 | +34.0% | 754,287 | +29.0% | 20.30% | +21.7% |
| CSML | Buy | IQ CHAIKIN SMALL CAP ETFiq chaikin us | $52,606,000 | +35.8% | 1,960,000 | +28.9% | 6.13% | +23.3% |
| HYLV | IQ S&P HY LOW VOL BOND ETFiq s&p hgh yld | $50,787,000 | +0.2% | 1,994,000 | 0.0% | 5.92% | -9.0% | |
| QGTA | IQ LEADERS GTAA TRACKER ETFiq leaders gta | $33,721,000 | +2.4% | 1,422,810 | 0.0% | 3.93% | -7.0% | |
| HFXI | IQ 50PCT HEDGED FTSE INT ETFhdgd ftse intl | $27,782,000 | +3.2% | 1,336,945 | 0.0% | 3.24% | -6.3% | |
| HFXJ | IQ 50PCT HEDGED FTSE JPN ETFhdgd ftse japn | $27,687,000 | +4.7% | 1,327,287 | 0.0% | 3.23% | -4.9% | |
| HFXE | IQ 50PCT HEDGED FTSE EUR ETFhdgd ftse euro | $27,368,000 | +4.0% | 1,373,182 | 0.0% | 3.19% | -5.6% | |
| AGGP | IQ ENHANCED CORE PLUS BOND Uiq ench cor pl | $13,572,000 | +0.1% | 675,900 | 0.0% | 1.58% | -9.1% | |
| AGGE | IQ Enhanced Core Bond US ETFiq ench bd us | $9,273,000 | +0.8% | 470,000 | 0.0% | 1.08% | -8.5% | |
| QLS | IQ HEDGE LONG/SHORT TRACKERlng sht track | $1,705,000 | +2.6% | 80,000 | 0.0% | 0.20% | -6.6% | |
| QED | IQ HEDGE EVENT-DRIVEN TRACKEhdg eve driv | $1,695,000 | +2.0% | 80,000 | 0.0% | 0.20% | -7.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 10 | Q3 2023 | 74.2% |
| VANGUARD S&P 500 ETF | 9 | Q3 2023 | 37.5% |
| IQ MACKAY CALIFORNIA MUNICIPAL INTERMED | 6 | Q3 2023 | 2.3% |
| INDEXIQ ETF TRUST-IQ HEALTHY HEARTS ETF | 6 | Q3 2023 | 0.6% |
| IQ ENGENDER EQUALITY ETF | 6 | Q3 2023 | 0.5% |
| IQ CLEANER TRANSPORT ETF | 6 | Q3 2023 | 0.5% |
| IQ CLEAN OCEANS ETF | 6 | Q3 2023 | 0.4% |
| IQ S&P HY LOW VOL BOND ETF | 4 | Q4 2017 | 6.5% |
| IQ LEADERS GTAA TRACKER ETF | 4 | Q4 2017 | 4.7% |
| IQ 50PCT HEDGED FTSE JPN ETF | 4 | Q4 2017 | 3.7% |
View NEW YORK LIFE INSURANCE CO's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| IndexIQ ETF Trust | July 08, 2022 | 190,000 | 76.0% |
| IndexIQ ETF Trust | July 08, 2022 | 1,000,000 | 48.8% |
| IndexIQ ETF Trust | July 08, 2022 | 200,000 | 80.0% |
| IndexIQ ETF Trust | July 08, 2022 | 199,044 | 79.6% |
| IndexIQ ETF Trust | July 08, 2022 | 190,000 | 76.0% |
| IndexIQ ETF TrustSold out | March 09, 2022 | 0 | 0.0% |
| IndexIQ ETF TrustSold out | April 09, 2021 | 0 | 0.0% |
| IndexIQ ETF TrustSold out | November 09, 2020 | 0 | 0.0% |
| IndexIQ ETF TrustSold out | November 09, 2020 | 0 | 0.0% |
| IndexIQ ETF TrustSold out | November 09, 2020 | 0 | 0.0% |
View NEW YORK LIFE INSURANCE CO's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| D/A | 2024-02-22 |
| D | 2024-02-14 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| D/A | 2023-03-13 |
| D | 2023-02-14 |
| 13F-HR | 2023-02-13 |
View NEW YORK 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.