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
2025 Q4	–	Sell	-12,200	Closed	-$1.88M	–	3557
2025 Q3	$1.88M	Buy	+12,200	New	+$1.85M	﹤0.01%	1653
2024 Q2	–	Sell	-2,800	Closed	-$350K	–	3026
2024 Q1	$350K	Sell	2,800 -126,000	-98%	-$14.8M	﹤0.01%	2056
2023 Q4	$14.7M	Buy	128,800 +124,300	+2,762%	+$13M	0.02%	570
2023 Q3	$456K	Sell	4,500 -92,300	-95%	-$9.88M	﹤0.01%	1752
2023 Q2	$10.4M	Buy	96,800 +11,500	+13%	+$1.16M	0.02%	719
2023 Q1	$8.63M	Buy	+85,300	New	+$8.58M	0.02%	761
2022 Q2	–	Sell	-3,100	Closed	-$317K	–	3915
2022 Q1	$317K	Buy	+3,100	New	+$315K	﹤0.01%	2948
2020 Q3	–	Sell	-19,700	Closed	-$1.53M	–	1972
2020 Q2	$1.53M	Buy	+19,700	New	+$1.28M	0.01%	879
2019 Q4	–	Sell	-213,500	Closed	-$17.4M	–	2121
2019 Q3	$17.4M	Buy	213,500 +197,400	+1,226%	+$15.1M	0.14%	173
2019 Q2	$1.21M	Buy	+16,100	New	+$1.22M	0.01%	884

Other funds holding XLI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Marshall Wace's XLI Position: Q1 2026 in Review

Marshall Wace reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 29% in Q1 2026, selling an estimated $29M and leaving 417,322 shares worth $67.5M. The position accounts for 0.07% of the portfolio, ranked #267.

Marshall Wace first reported a position in XLI in Q4 2015 and has held it in 28 quarters since. The position peaked at $91.5M in Q4 2025. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Marshall Wace held 417,322 shares of State Street Industrial Select Sector SPDR ETF worth $67.5M as of Q1 2026.
Marshall Wace sold 172,504 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $29M.
State Street Industrial Select Sector SPDR ETF made up 0.07% of Marshall Wace's portfolio in Q1 2026, its #267 holding.
Marshall Wace first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2015 and has held it in 28 quarters since.
Marshall Wace's State Street Industrial Select Sector SPDR ETF position peaked at $91.5M in Q4 2025.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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