Marshall Wace’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Marshall Wace’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157M	Buy	845,410 +428,088	+103%	+$74.4M	0.12%	122
2026 Q1	$67.5M	Sell	417,322 -172,504	-29%	-$29M	0.07%	267
2025 Q4	$91.5M	Buy	589,826 +485,183	+464%	+$74.7M	0.08%	185
2025 Q3	$16.1M	Buy	104,643 +17,940	+21%	+$2.72M	0.02%	749
2025 Q2	$12.8M	Buy	+86,703	New	+$11.8M	0.01%	754
2025 Q1	–	Sell	-9,721	Closed	-$1.28M	–	3150
2024 Q4	$1.28M	Sell	9,721 -40,222	-81%	-$5.54M	﹤0.01%	1616
2024 Q3	$6.76M	Sell	49,943 -100,087	-67%	-$12.7M	0.01%	892
2024 Q2	$18.3M	Buy	150,030 +148,958	+13,895%	+$18.4M	0.02%	536
2024 Q1	$135K	Buy	1,072 +772	+257%	+$90.9K	﹤0.01%	2277
2023 Q4	$34.2K	Hold	300	–	–	﹤0.01%	2091
2023 Q3	$30.4K	Hold	300	–	–	﹤0.01%	2108
2023 Q2	$32.2K	Buy	+300	New	+$30.2K	﹤0.01%	2380
2022 Q1	–	Sell	-56,366	Closed	-$5.73M	–	4112
2021 Q4	$5.96M	Buy	56,366 +53,865	+2,154%	+$5.6M	0.01%	1236
2021 Q3	$245K	Sell	2,501 -138,142	-98%	-$14.2M	﹤0.01%	2724
2021 Q2	$14.4M	Buy	140,643 +88,934	+172%	+$9.11M	0.07%	333
2021 Q1	$5.09M	Buy	51,709 +22,828	+79%	+$2.09M	0.02%	832
2020 Q4	$2.56M	Buy	28,881 +7,224	+33%	+$609K	0.01%	850
2020 Q3	$1.67M	Sell	21,657 -8,350	-28%	-$625K	0.01%	858
2020 Q2	$2.06M	Buy	30,007 +23,382	+353%	+$1.52M	0.01%	779
2020 Q1	$391K	Sell	6,625 -139,572	-95%	-$10.5M	﹤0.01%	1033
2019 Q4	$11.9M	Buy	146,197 +96,439	+194%	+$7.7M	0.08%	278
2019 Q3	$3.86M	Buy	49,758 +41,333	+491%	+$3.17M	0.03%	576
2019 Q2	$652K	Sell	8,425 -6,196	-42%	-$471K	0.01%	1031
2019 Q1	$1.1M	Sell	14,621 -3,877	-21%	-$281K	0.01%	900
2018 Q4	$1.19M	Sell	18,498 -5,152	-22%	-$365K	0.01%	865
2018 Q3	$1.85M	Buy	23,650 +8,568	+57%	+$653K	0.02%	695
2018 Q2	$1.08M	Buy	+15,082	New	+$1.12M	0.02%	503
2016 Q2	–	Sell	-8,818	Closed	-$489K	–	1202
2016 Q1	$489K	Sell	8,818 -18,965	-68%	-$980K	﹤0.01%	847
2015 Q4	$1.47M	Buy	+27,783	New	+$1.49M	0.01%	614

Other funds holding XLI

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Marshall Wace's XLI Position: Q2 2026 in Review

Marshall Wace increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 103% in Q2 2026, buying an estimated $74.4M and bringing the position to 845,410 shares worth $157M. The position accounts for 0.12% of the portfolio, ranked #122.

Marshall Wace first reported a position in XLI in Q4 2015 and has held it in 29 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Marshall Wace held 845,410 shares of State Street Industrial Select Sector SPDR ETF worth $157M as of Q2 2026.
Marshall Wace bought 428,088 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $74.4M.
State Street Industrial Select Sector SPDR ETF made up 0.12% of Marshall Wace's portfolio in Q2 2026, its #122 holding.
Marshall Wace first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 29 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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