Marshall Wace
XLE icon

Marshall Wace’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Marshall Wace’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.3M Buy
+804,100
New +$43.1M 0.05% 364
2025
Q4 		– Sell
-36,200
Closed -$1.62M – 3556
2025
Q3 		$1.62M Sell
36,200
-726,200
-95% -$31.8M ﹤0.01% 1718
2025
Q2 		$32.3M Buy
762,400
+709,800
+1,349% +$29.6M 0.04% 418
2025
Q1 		$2.46M Buy
+52,600
New +$2.37M ﹤0.01% 1385
2024
Q1 		– Sell
-121,600
Closed -$5.1M – 2851
2023
Q4 		$5.1M Sell
121,600
-559,600
-82% -$23.9M 0.01% 909
2023
Q3 		$30.8M Buy
681,200
+370,600
+119% +$16.2M 0.06% 313
2023
Q2 		$12.6M Buy
310,600
+56,000
+22% +$2.28M 0.02% 637
2023
Q1 		$10.5M Sell
254,600
-333,200
-57% -$14.2M 0.02% 693
2022
Q4 		$25.7M Buy
587,800
+32,400
+6% +$1.41M 0.06% 370
2022
Q3 		$20M Sell
555,400
-68,200
-11% -$2.58M 0.04% 466
2022
Q2 		$22.3M Sell
623,600
-1,651,800
-73% -$66.3M 0.05% 422
2022
Q1 		$87M Sell
2,275,400
-83,600
-4% -$2.9M 0.16% 129
2021
Q4 		$65.5M Sell
2,359,000
-6,800
-0.3% -$192K 0.12% 157
2021
Q3 		$61.6M Buy
2,365,800
+2,335,400
+7,682% +$57.9M 0.26% 63
2021
Q2 		$819K Sell
30,400
-15,000
-33% -$390K ﹤0.01% 1906
2021
Q1 		$1.11M Buy
+45,400
New +$1.05M 0.01% 1603
2020
Q4 		– Sell
-263,000
Closed -$4.46M – 2227
2020
Q3 		$4.46M Buy
+263,000
New +$4.67M 0.03% 554
2020
Q1 		– Sell
-1,115,800
Closed -$30.6M – 2111
2019
Q4 		$30.6M Buy
+1,115,800
New +$33.1M 0.21% 114

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Marshall Wace's XLE Position: Q1 2026 in Review

Marshall Wace increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 12% in Q1 2026, buying an estimated $8.12M and bringing the position to 1,424,284 shares worth $87.3M. The position accounts for 0.09% of the portfolio, ranked #202.

Marshall Wace first reported a position in XLE in Q3 2014 and has held it in 32 quarters since. The position peaked at $102M in Q2 2025. 2,101 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

  • Marshall Wace held 1,424,284 shares of State Street Energy Select Sector SPDR ETF worth $87.3M as of Q1 2026.
  • Marshall Wace bought 151,361 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $8.12M.
  • State Street Energy Select Sector SPDR ETF made up 0.09% of Marshall Wace's portfolio in Q1 2026, its #202 holding.
  • Marshall Wace first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2014 and has held it in 32 quarters since.
  • Marshall Wace's State Street Energy Select Sector SPDR ETF position peaked at $102M in Q2 2025.
  • 2,101 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.