Peter Thiel - Thiel Macro LLC 13F Activity & Position Changes (Q2 2017)

According to the SEC 13F filed on Aug 14, 2017, the Thiel Macro LLC portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2017, the filing reported:

New Buys - SPDR S&P Regional Banking ETF

Increases - None reported

Reductions - None reported

Complete Exits - SPDR Select Sector Fund - Finan

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	KRE SPDR S&P Regional Banking ETF	SPDR S&P Regional Banking ETF	Buy - Position Entry	+200,000	-	$10.99K	200,000
Q2 2017	XLF SPDR Select Sector Fund - Finan	SPDR Select Sector Fund - Finan	Sell - Position Exit	-210,000	-100.0%	$0.00	-