Marshall Wace’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Marshall Wace’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.8M	Sell	203,646 -42,083	-17%	-$7.19M	0.03%	466
2026 Q1	$32.7M	Buy	+245,729	New	+$34.6M	0.03%	521
2025 Q4	–	Sell	-226,024	Closed	-$31.9M	–	3560
2025 Q3	$31.9M	Sell	226,024 -452,498	-67%	-$59.9M	0.03%	470
2025 Q2	$85.9M	Buy	678,522 +488,982	+258%	+$54.3M	0.1%	195
2025 Q1	$19.6M	Buy	189,540 +6,310	+3%	+$715K	0.02%	518
2024 Q4	$21.3M	Buy	183,230 +174,712	+2,051%	+$20.3M	0.03%	519
2024 Q3	$962K	Sell	8,518 -436,492	-98%	-$47.9M	﹤0.01%	1664
2024 Q2	$50.3M	Sell	445,010 -462,274	-51%	-$48.7M	0.07%	258
2024 Q1	$94.5M	Buy	+907,284	New	+$91.8M	0.14%	135
2023 Q4	–	Sell	-309,074	Closed	-$27.5M	–	2664
2023 Q3	$25.3M	Buy	+309,074	New	+$26.5M	0.05%	364
2022 Q4	–	Sell	-166,220	Closed	-$10.6M	–	3483
2022 Q3	$9.87M	Buy	+166,220	New	+$11.3M	0.02%	900
2021 Q4	–	Sell	-182,484	Closed	-$15M	–	4333
2021 Q3	$13.6M	Buy	182,484 +65,070	+55%	+$5.02M	0.06%	402
2021 Q2	$8.67M	Buy	117,414 +111,826	+2,001%	+$7.83M	0.04%	550
2021 Q1	$371K	Buy	5,588 +790	+16%	+$52.1K	﹤0.01%	2050
2020 Q4	$312K	Sell	4,798 -44,300	-90%	-$2.7M	﹤0.01%	1640
2020 Q3	$2.87M	Sell	49,098 -44,266	-47%	-$2.5M	0.02%	705
2020 Q2	$4.88M	Buy	93,364 +72,892	+356%	+$3.43M	0.03%	480
2020 Q1	$823K	Sell	20,472 -529,882	-96%	-$24.2M	0.01%	850
2019 Q4	$25.2M	Buy	550,354 +445,956	+427%	+$19.1M	0.17%	138
2019 Q3	$4.2M	Buy	104,398 +90,830	+669%	+$3.63M	0.03%	550
2019 Q2	$529K	Sell	13,568 -11,550	-46%	-$440K	﹤0.01%	1070
2019 Q1	$929K	Buy	25,118 +7,334	+41%	+$251K	0.01%	954
2018 Q4	$551K	Buy	17,784 +4,896	+38%	+$166K	0.01%	1068
2018 Q3	$485K	Sell	12,888 -145,098	-92%	-$5.32M	﹤0.01%	934
2018 Q2	$5.49M	Buy	+157,986	New	+$5.42M	0.08%	279

Other funds holding XLK

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Marshall Wace's XLK Position: Q2 2026 in Review

Marshall Wace reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, selling an estimated $7.19M and leaving 203,646 shares worth $38.8M. The position accounts for 0.03% of the portfolio, ranked #466.

Marshall Wace first reported a position in XLK in Q2 2018 and has held it in 25 quarters since. The position peaked at $94.5M in Q1 2024. 2,644 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Marshall Wace held 203,646 shares of State Street Technology Select Sector SPDR ETF worth $38.8M as of Q2 2026.
Marshall Wace sold 42,083 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $7.19M.
State Street Technology Select Sector SPDR ETF made up 0.03% of Marshall Wace's portfolio in Q2 2026, its #466 holding.
Marshall Wace first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 25 quarters since.
Marshall Wace's State Street Technology Select Sector SPDR ETF position peaked at $94.5M in Q1 2024.
2,644 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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