State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

State of Wisconsin Investment Board’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
2014
Q1 		– Sell
-227,829
Closed -$4.37M – 1350
2013
Q4 		$4.37M Sell
227,829
-202,768
-47% -$3.73M 0.02% 839
2013
Q3 		$7.53M Sell
430,597
-56,957
-12% -$1.01M 0.03% 646
2013
Q2 		$8.34M Buy
+487,554
New +$8.18M 0.03% 605

Other funds holding XLF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

State of Wisconsin Investment Board's XLF Position: Q1 2014 in Review

State of Wisconsin Investment Board sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2014, closing a stake of 227,829 shares — an estimated $4.37M sold.

State of Wisconsin Investment Board first reported a position in XLF in Q2 2013 and held it in 3 quarters. The position peaked at $8.34M in Q2 2013. 540 funds tracked by Wall St. Rank hold XLF as of Q1 2014.

  • State of Wisconsin Investment Board reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2014 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 227,829 State Street Financial Select Sector SPDR ETF shares in Q1 2014, an estimated $4.37M.
  • State of Wisconsin Investment Board first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2013 and held it in 3 quarters.
  • State of Wisconsin Investment Board's State Street Financial Select Sector SPDR ETF position peaked at $8.34M in Q2 2013.
  • 540 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2014.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2014, filed 14 May 2014.