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 $1.55T 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.