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	$74.1M	Buy	1,501,900 +1,264,000	+531%	+$65.9M	0.07%	247
2025 Q4	$13M	Sell	237,900 -271,700	-53%	-$14.5M	0.01%	776
2025 Q3	$27.5M	Buy	509,600 +457,000	+869%	+$24.2M	0.03%	525
2025 Q2	$2.75M	Sell	52,600 -62,200	-54%	-$3.08M	﹤0.01%	1416
2025 Q1	$5.72M	Buy	114,800 +14,500	+14%	+$727K	0.01%	997
2024 Q4	$4.85M	Buy	100,300 +98,200	+4,676%	+$4.75M	0.01%	1073
2024 Q3	$95.2K	Buy	+2,100	New	+$91.6K	﹤0.01%	2379
2024 Q1	–	Sell	-47,900	Closed	-$1.8M	–	2852
2023 Q4	$1.8M	Sell	47,900 -22,400	-32%	-$775K	﹤0.01%	1265
2023 Q3	$2.33M	Sell	70,300 -504,800	-88%	-$17.4M	﹤0.01%	1157
2023 Q2	$19.4M	Sell	575,100 -1,092,100	-66%	-$35.6M	0.04%	492
2023 Q1	$53.6M	Buy	1,667,200 +661,600	+66%	+$23M	0.11%	197
2022 Q4	$34.4M	Sell	1,005,600 -373,400	-27%	-$12.6M	0.08%	292
2022 Q3	$41.9M	Buy	1,379,000 +1,358,500	+6,627%	+$44.9M	0.09%	240
2022 Q2	$645K	Buy	20,500 +3,900	+23%	+$135K	﹤0.01%	2670
2022 Q1	$636K	Sell	16,600 -6,400	-28%	-$250K	﹤0.01%	2664
2021 Q4	$899K	Sell	23,000 -127,100	-85%	-$5M	﹤0.01%	2523
2021 Q3	$5.63M	Sell	150,100 -40,500	-21%	-$1.52M	0.02%	873
2021 Q2	$6.99M	Buy	+190,600	New	+$6.97M	0.03%	655

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.