Marshall Wace’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Marshall Wace’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
2026 Q1	$16.4M	Buy	332,500 +216,591	+187%	+$11.3M	0.02%	769
2025 Q4	$6.35M	Sell	115,909 -682,669	-85%	-$36.4M	0.01%	1049
2025 Q3	$43M	Buy	+798,578	New	+$42.3M	0.04%	366
2025 Q1	–	Sell	-276,985	Closed	-$13.9M	–	3149
2024 Q4	$13.4M	Buy	276,985 +225,060	+433%	+$10.9M	0.02%	691
2024 Q3	$2.35M	Sell	51,925 -70,904	-58%	-$3.09M	﹤0.01%	1307
2024 Q2	$5.05M	Buy	+122,829	New	+$5.05M	0.01%	986
2023 Q2	–	Sell	-347,154	Closed	-$11.3M	–	3028
2023 Q1	$11.2M	Buy	+347,154	New	+$12.1M	0.02%	675
2022 Q4	–	Sell	-504,630	Closed	-$17.1M	–	3481
2022 Q3	$15.3M	Buy	+504,630	New	+$16.7M	0.03%	598
2022 Q1	–	Sell	-88,118	Closed	-$3.44M	–	4110
2021 Q4	$3.44M	Sell	88,118 -59,539	-40%	-$2.34M	0.01%	1666
2021 Q3	$5.54M	Buy	147,657 +24,347	+20%	+$911K	0.02%	881
2021 Q2	$4.53M	Buy	123,310 +96,481	+360%	+$3.53M	0.02%	902
2021 Q1	$913K	Sell	26,829 -132,041	-83%	-$4.24M	﹤0.01%	1709
2020 Q4	$4.68M	Buy	158,870 +12,250	+8%	+$328K	0.03%	605
2020 Q3	$3.53M	Buy	146,620 +125,875	+607%	+$3.06M	0.02%	633
2020 Q2	$480K	Buy	20,745 +11,232	+118%	+$255K	﹤0.01%	1207
2020 Q1	$198K	Sell	9,513 -240,645	-96%	-$6.63M	﹤0.01%	1178
2019 Q4	$7.7M	Buy	250,158 +202,769	+428%	+$5.95M	0.05%	379
2019 Q3	$1.33M	Sell	47,389 -882	-2%	-$24.3K	0.01%	871
2019 Q2	$1.33M	Buy	48,271 +9,636	+25%	+$261K	0.01%	865
2019 Q1	$993K	Buy	38,635 +6,397	+20%	+$165K	0.01%	929
2018 Q4	$768K	Sell	32,238 -540,693	-94%	-$14M	0.01%	985
2018 Q3	$15.8M	Buy	572,931 +525,351	+1,104%	+$14.7M	0.13%	204
2018 Q2	$1.26M	Sell	47,580 -44,236	-48%	-$1.22M	0.02%	481
2018 Q1	$2.53M	Buy	+91,816	New	+$2.64M	0.1%	164
2014 Q2	–	Sell	-43,691	Closed	-$857K	–	1084
2014 Q1	$857K	Buy	+43,691	New	+$834K	0.02%	507

Other funds holding XLF

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Wace's XLF Position: Q1 2026 in Review

Marshall Wace increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 187% in Q1 2026, buying an estimated $11.3M and bringing the position to 332,500 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #769.

Marshall Wace first reported a position in XLF in Q1 2014 and has held it in 25 quarters since. The position peaked at $43M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Marshall Wace held 332,500 shares of State Street Financial Select Sector SPDR ETF worth $16.4M as of Q1 2026.
Marshall Wace bought 216,591 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $11.3M.
State Street Financial Select Sector SPDR ETF made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #769 holding.
Marshall Wace first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2014 and has held it in 25 quarters since.
Marshall Wace's State Street Financial Select Sector SPDR ETF position peaked at $43M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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