Sphera Funds Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sphera Funds 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	-155,000	Closed	-$4.33M	–	148
2017 Q4	$4.33M	Buy	+155,000	New	+$4.17M	0.51%	50
2015 Q1	–	Sell	-239,221	Closed	-$5.19M	–	169
2014 Q4	$5.19M	Buy	+239,221	New	+$5.01M	0.88%	34
2014 Q2	–	Sell	-775,370	Closed	-$15.2M	–	129
2014 Q1	$15.2M	Sell	775,370 -93,634	-11%	-$1.79M	3.47%	8
2013 Q4	$16.7M	Buy	+869,004	New	+$16M	4.65%	5

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Sphera Funds Management's XLF Position: Q1 2018 in Review

Sphera Funds Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2018, closing a stake of 155,000 shares — an estimated $4.33M sold.

Sphera Funds Management first reported a position in XLF in Q4 2013 and held it in 4 quarters. The position peaked at $16.7M in Q4 2013. 972 funds tracked by Wall St. Rank hold XLF as of Q1 2018.

Sphera Funds Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
Sphera Funds Management sold 155,000 State Street Financial Select Sector SPDR ETF shares in Q1 2018, an estimated $4.33M.
Sphera Funds Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 4 quarters.
Sphera Funds Management's State Street Financial Select Sector SPDR ETF position peaked at $16.7M in Q4 2013.
972 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2018.

Based on Sphera Funds Management's 13F filing for Q1 2018, filed 10 May 2018.