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	$70.7M	Buy	1,432,400 +66,900	+5%	+$3.49M	0.07%	256
2025 Q4	$74.8M	Sell	1,365,500 -1,361,400	-50%	-$72.5M	0.07%	242
2025 Q3	$147M	Buy	2,726,900 +2,484,900	+1,027%	+$132M	0.15%	104
2025 Q2	$12.7M	Sell	242,000 -2,403,100	-91%	-$119M	0.01%	757
2025 Q1	$132M	Buy	2,645,100 +2,001,500	+311%	+$100M	0.17%	100
2024 Q4	$31.1M	Sell	643,600 -361,100	-36%	-$17.5M	0.04%	415
2024 Q3	$45.5M	Buy	+1,004,700	New	+$43.8M	0.06%	304
2024 Q1	–	Sell	-343,700	Closed	-$12.9M	–	2853
2023 Q4	$12.9M	Buy	343,700 +269,500	+363%	+$9.33M	0.02%	611
2023 Q3	$2.46M	Sell	74,200 -384,600	-84%	-$13.3M	0.01%	1130
2023 Q2	$15.5M	Sell	458,800 -2,221,500	-83%	-$72.5M	0.03%	576
2023 Q1	$86.2M	Buy	2,680,300 +2,138,300	+395%	+$74.3M	0.18%	121
2022 Q4	$18.5M	Sell	542,000 -70,400	-11%	-$2.38M	0.04%	480
2022 Q3	$18.6M	Buy	612,400 +611,500	+67,944%	+$20.2M	0.04%	498
2022 Q2	$28K	Sell	900 -104,800	-99%	-$3.62M	﹤0.01%	3350
2022 Q1	$4.05M	Sell	105,700 -1,000	-0.9%	-$39.1K	0.01%	1535
2021 Q4	$4.17M	Sell	106,700 -25,100	-19%	-$987K	0.01%	1499
2021 Q3	$4.95M	Sell	131,800 -367,600	-74%	-$13.8M	0.02%	941
2021 Q2	$18.3M	Buy	499,400 +41,600	+9%	+$1.52M	0.08%	256
2021 Q1	$15.6M	Buy	457,800 +392,700	+603%	+$12.6M	0.07%	281
2020 Q4	$1.92M	Buy	+65,100	New	+$1.74M	0.01%	969
2020 Q1	–	Sell	-13,200	Closed	-$411K	–	2113
2019 Q4	$411K	Buy	+13,200	New	+$387K	﹤0.01%	1217

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.