Industrial Alliance Investment Management Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 2, 2025), Industrial Alliance Investment Management Inc. reported 5 stock positions worth $138.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 39.9% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 35.8%) and Vanguard Ftse All-World Ex-U (VEU, 16.1%). Compared with Q4 2023, it added to 2 and reduced 2. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +13%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- QUEBEC, A8
- CIK
- 0001630798
- Portfolio Value
- $138.9M (Q1 2024)
- SEC Filing
- 0001641172-25-002314 ↗ filed Apr 2, 2025
Holdings Value
Holdings 5 stocks · $138.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 39.87% | 105,882 | $55.4M | Reduce -3.1% |
| QQQ Invesco QQQ Trust Series 1 | 35.76% | 111,872 | $49.7M | Add +12.9% |
| VEU Vanguard Ftse All-World Ex-U | 16.07% | 380,527 | $22.3M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 5.86% | 94,190 | $8.1M | No change |
| IEUR iShares Core MSCI Europe ETF | 2.44% | 58,547 | $3.4M | Reduce -20.3% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $212.5M | QQQ, VTI, SPY, VNQ, VEU |
| Q1 2026 | 8 | $167.3M | QQQ, VTI, SPY, VNQ, VEU |
| Q4 2025 | 8 | $176.2M | QQQ, VTI, SPY, VNQ, VEU |
| Q3 2025 | 6 | $165.7M | QQQ, VTI, SPY, VNQ, VEU |
| Q2 2025 | 6 | $148.7M | QQQ, VTI, SPY, VNQ, VEU |
| Q1 2025 | 6 | $125.4M | QQQ, VTI, SPY, VNQ, VEU |
| Q4 2024 | 6 | $128.7M | QQQ, VTI, SPY, VNQ, VEU |
| Q3 2024 | 15 | $196.3M | SPY, QQQ, VEU, VTI, VNQ |
| Q2 2024Amended | 15 | $176.3M | SPY, QQQ, VEU, VTI, VNQ |
| Q1 2024Amended | 5 | $138.9M | SPY, QQQ, VEU, VNQ, IEUR |