Marshall Wace’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Marshall Wace’s Portfolio XLRE Stock Details XLRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-236,667	Closed	-$9.55M	–	3735
2025 Q4	$9.55M	Buy	+236,667	New	+$9.74M	0.01%	892
2025 Q2	–	Sell	-20,874	Closed	-$874K	–	3247
2025 Q1	$874K	Sell	20,874 -35,016	-63%	-$1.46M	﹤0.01%	1847
2024 Q4	$2.27M	Buy	+55,890	New	+$2.42M	﹤0.01%	1384
2023 Q1	–	Sell	-33,962	Closed	-$1.25M	–	3155
2022 Q4	$1.25M	Buy	+33,962	New	+$1.25M	﹤0.01%	1987
2022 Q2	–	Sell	-12,342	Closed	-$597K	–	3918
2022 Q1	$597K	Buy	+12,342	New	+$579K	﹤0.01%	2701
2020 Q2	–	Sell	-4,984	Closed	-$155K	–	2003
2020 Q1	$155K	Sell	4,984 -7,842	-61%	-$293K	﹤0.01%	1234
2019 Q4	$496K	Buy	+12,826	New	+$496K	﹤0.01%	1177

Other funds holding XLRE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Marshall Wace's XLRE Position: Q1 2026 in Review

Marshall Wace sold out of State Street Real Estate Select Sector SPDR ETF (XLRE) in Q1 2026, closing a stake of 236,667 shares — an estimated $9.55M sold.

Marshall Wace first reported a position in XLRE in Q4 2019 and held it in 7 quarters. The position peaked at $9.55M in Q4 2025. 751 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

Marshall Wace reported no remaining State Street Real Estate Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 236,667 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $9.55M.
Marshall Wace first reported a position in State Street Real Estate Select Sector SPDR ETF in Q4 2019 and held it in 7 quarters.
Marshall Wace's State Street Real Estate Select Sector SPDR ETF position peaked at $9.55M in Q4 2025.
751 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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