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
2025 Q4	–	Sell	-5,600	Closed	-$789K	–	3559
2025 Q3	$789K	Buy	5,600 +4,600	+460%	+$609K	﹤0.01%	2044
2025 Q2	$127K	Sell	1,000 -96,600	-99%	-$10.7M	﹤0.01%	2519
2025 Q1	$10.1M	Sell	97,600 -78,800	-45%	-$8.93M	0.01%	771
2024 Q4	$20.5M	Sell	176,400 -49,800	-22%	-$5.79M	0.02%	529
2024 Q3	$25.5M	Buy	226,200 +59,200	+35%	+$6.5M	0.03%	438
2024 Q2	$18.9M	Sell	167,000 -439,000	-72%	-$46.2M	0.03%	527
2024 Q1	$63.1M	Buy	+606,000	New	+$61.3M	0.1%	206
2023 Q4	–	Sell	-152,200	Closed	-$12.5M	–	2663
2023 Q3	$12.5M	Sell	152,200 -131,600	-46%	-$11.3M	0.03%	572
2023 Q2	$24.7M	Buy	283,800 +273,600	+2,682%	+$21.6M	0.05%	405
2023 Q1	$770K	Sell	10,200 -892,000	-99%	-$61.4M	﹤0.01%	1925
2022 Q4	$56.1M	Buy	902,200 +871,600	+2,848%	+$55.4M	0.13%	180
2022 Q3	$1.82M	Sell	30,600 -238,000	-89%	-$16.2M	﹤0.01%	2073
2022 Q2	$17.1M	Buy	268,600 +251,000	+1,426%	+$17.5M	0.04%	543
2022 Q1	$1.4M	Buy	+17,600	New	+$1.38M	﹤0.01%	2282
2021 Q1	–	Sell	-316,800	Closed	-$20.6M	–	2912
2020 Q4	$20.6M	Sell	316,800 -792,800	-71%	-$48.3M	0.11%	188
2020 Q3	$67.2M	Buy	+1,109,600	New	+$62.7M	0.43%	48
2019 Q4	–	Sell	-2,079,600	Closed	-$90.1M	–	2122
2019 Q3	$90.1M	Buy	2,079,600 +1,754,400	+539%	+$70.2M	0.71%	15
2019 Q2	$12.9M	Buy	+325,200	New	+$12.4M	0.11%	218

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Marshall Wace's XLK Position: Q1 2026 in Review

Marshall Wace opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q1 2026: 245,729 shares worth $32.7M. The stake represents 0.03% of the portfolio and ranks #521 among its holdings. This is a return to the name: Marshall Wace previously reported a position in XLK as recently as Q3 2025.

Marshall Wace first reported a position in XLK in Q2 2018 and has held it in 24 quarters since. The position peaked at $94.5M in Q1 2024. 2,400 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Marshall Wace held 245,729 shares of State Street Technology Select Sector SPDR ETF worth $32.7M as of Q1 2026.
State Street Technology Select Sector SPDR ETF was a new Marshall Wace position in Q1 2026.
State Street Technology Select Sector SPDR ETF made up 0.03% of Marshall Wace's portfolio in Q1 2026, its #521 holding.
Marshall Wace first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2018 and has held it in 24 quarters since.
Marshall Wace's State Street Technology Select Sector SPDR ETF position peaked at $94.5M in Q1 2024.
2,400 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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