Marshall Wace’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Marshall Wace’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-100	Closed	-$5K	–	3817
2026 Q1	$5K	Sell	100 -66,900	-100%	-$3.36M	﹤0.01%	3110
2025 Q4	$3.04M	Buy	+67,000	New	+$2.96M	﹤0.01%	1382
2025 Q3	–	Sell	-5,000	Closed	-$220K	–	3484
2025 Q2	$220K	Buy	+5,000	New	+$212K	﹤0.01%	2433
2025 Q1	–	Sell	-600	Closed	-$25.2K	–	3148
2024 Q4	$25.2K	Buy	+600	New	+$27.8K	﹤0.01%	2503
2023 Q4	–	Sell	-6,200	Closed	-$244K	–	2661
2023 Q3	$244K	Buy	+6,200	New	+$255K	﹤0.01%	1938
2022 Q4	–	Sell	-76,000	Closed	-$2.58M	–	3480
2022 Q3	$2.58M	Buy	+76,000	New	+$2.86M	0.01%	1845
2020 Q1	–	Sell	-60,400	Closed	-$1.83M	–	2108
2019 Q4	$1.83M	Sell	60,400 -434,200	-88%	-$12.8M	0.01%	838
2019 Q3	$14.8M	Buy	494,600 +369,600	+296%	+$10.7M	0.12%	205
2019 Q2	$3.59M	Buy	+125,000	New	+$3.53M	0.03%	593

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Marshall Wace's XLB Position: Q2 2026 in Review

Marshall Wace sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026, closing a stake of 2,146,422 shares — an estimated $107M sold.

Marshall Wace first reported a position in XLB in Q3 2015 and held it in 24 quarters. The position peaked at $107M in Q1 2026. 928 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Marshall Wace reported no remaining State Street Materials Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 2,146,422 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $107M.
Marshall Wace first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2015 and held it in 24 quarters.
Marshall Wace's State Street Materials Select Sector SPDR ETF position peaked at $107M in Q1 2026.
928 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.