SAM
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Sandell Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sandell Asset Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-362,450
Closed -$10.1M – 52
2017
Q4 		$10.1M Buy
362,450
+129,100
+55% +$3.47M 1.56% 19
2017
Q3 		$6.03M Hold
233,350
– – 0.84% 32
2017
Q2 		$5.76M Hold
233,350
– – 1.83% 22
2017
Q1 		$5.54M Hold
233,350
– – 1.64% 22
2016
Q4 		$5.42M Hold
233,350
– – 1.96% 17
2016
Q3 		$4.5M Sell
233,350
-32,470
-12% -$670K 1.34% 18
2016
Q2 		$5.33M Hold
265,820
– – 1.29% 24
2016
Q1 		$5.25M Sell
265,820
-56,558
-18% -$1.08M 1.46% 19
2015
Q4 		$6.74M Buy
+322,378
New +$6.79M 2.11% 19

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return