Marshall Wace
XLK icon

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
-7,600
Closed -$1.07M – 3561
2025
Q3 		$1.07M Sell
7,600
-2,600
-25% -$344K ﹤0.01% 1910
2025
Q2 		$1.29M Buy
+10,200
New +$1.13M ﹤0.01% 1752
2025
Q1 		– Sell
-183,200
Closed -$21.3M – 3151
2024
Q4 		$21.3M Sell
183,200
-175,000
-49% -$20.4M 0.03% 520
2024
Q3 		$40.4M Buy
+358,200
New +$39.3M 0.05% 323
2024
Q2 		– Sell
-153,600
Closed -$16M – 3027
2024
Q1 		$16M Sell
153,600
-21,000
-12% -$2.12M 0.02% 592
2023
Q4 		$16.8M Sell
174,600
-6,000
-3% -$534K 0.03% 525
2023
Q3 		$14.8M Sell
180,600
-58,400
-24% -$5.01M 0.03% 518
2023
Q2 		$20.8M Buy
239,000
+238,200
+29,775% +$18.8M 0.04% 467
2023
Q1 		$60.4K Sell
800
-15,600
-95% -$1.07M ﹤0.01% 2530
2022
Q4 		$1.02M Sell
16,400
-34,000
-67% -$2.16M ﹤0.01% 2083
2022
Q3 		$2.99M Buy
+50,400
New +$3.44M 0.01% 1751
2022
Q2 		– Sell
-6,000
Closed -$477K – 3917
2022
Q1 		$477K Hold
6,000
– – ﹤0.01% 2795
2021
Q4 		$522K Hold
6,000
– – ﹤0.01% 2774
2021
Q3 		$448K Sell
6,000
-6,400
-52% -$494K ﹤0.01% 2441
2021
Q2 		$915K Buy
12,400
+12,200
+6,100% +$855K ﹤0.01% 1862
2021
Q1 		$13K Sell
200
-244,400
-100% -$16.1M ﹤0.01% 2405
2020
Q4 		$15.9M Sell
244,600
-700,000
-74% -$42.6M 0.09% 235
2020
Q3 		$57.2M Buy
944,600
+515,800
+120% +$29.1M 0.37% 52
2020
Q2 		$24.4M Buy
428,800
+419,000
+4,276% +$19.7M 0.17% 130
2020
Q1 		$456K Sell
9,800
-1,017,000
-99% -$46.4M ﹤0.01% 997
2019
Q4 		$52.1M Buy
1,026,800
+804,600
+362% +$34.4M 0.36% 52
2019
Q3 		$9.63M Buy
222,200
+59,400
+36% +$2.38M 0.08% 309
2019
Q2 		$6.46M Buy
+162,800
New +$6.21M 0.05% 410

Other funds holding XLK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
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.