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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0000071633
Total reported value
$527.2M
$527.2M
3 檔
56.4%
The Q1 2025 SEC filing reveals that New York Life Insurance Co held a total portfolio value of $527.2M, covering 3 public equity positions.
In Q1 2025, New York Life Insurance Co adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 64.30% | +18.89% | -39.84% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 26.80% | +1.30% | -49.42% | |
| 3 | SECR | Nyli Mackay Secur Inc ETF | ETF-Other | 8.90% | -5.30% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +30.5% | -39.84% | Trim |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | -16.4% | -49.42% | Trim |
| 3 | ✓ | Indexiq ETF Tr | — | EXIT | Sold out |
| 4 | ✓ | Iq Enhanced Iq Chaikin Small | — | EXIT | Sold out |
| 5 | ✓ | Indexiq ETF Tr | — | EXIT | Sold out |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | — | EXIT | Sold out |
| 7 | ✓ | Indexiq ETF Tr | — | EXIT | Sold out |
| 8 | ✓ | Iq 50pct Hedged Ftse Eur ETF | — | EXIT | Sold out |
| 9 | SECR | Nyli Mackay Secur Inc ETF | — | NEW | New buy |
| 10 | MMIN | Nyli Mackay Muni Insured ETF | — | EXIT | Sold out |
| 11 | ✓ | Indexiq ETF Tr | — | EXIT | Sold out |
| 12 | ✓ | Indexiq ETF Tr | — | EXIT | Sold out |
| 13 | ✓ | Indexiq ETF Tr | — | EXIT | Sold out |
According to official SEC Form 13F filings, New York Life Insurance Co reported a total U.S. public equity portfolio value of $527.2M across 3 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPY, SECR) accounted for 56.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SECR
市值: $26.5M
Top Position Liquidated / Trimmed
INDEXIQ ETF TR
前期市值: $50.1M
During Q1 2025, New York Life Insurance Co's top holdings by market value included VOO (64.3%)、SPY (26.8%)、SECR (8.9%). The largest single position, VOO, represented 64.3% of total portfolio value.
In Q1 2025, New York Life Insurance Co made 13 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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