Marshall Wace’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-32,776
| Closed | -$1.34M | – | 3486 |
|
|
2025
Q2 | $1.34M | Sell |
32,776
-1,666,158
| -98% | -$66.4M | ﹤0.01% | 1735 |
|
|
2025
Q1 | $67M | Buy |
1,698,934
+921,508
| +119% | +$36M | 0.09% | 207 |
|
|
2024
Q4 | $29.4M | Buy |
777,426
+704,948
| +973% | +$28M | 0.04% | 431 |
|
|
2024
Q3 | $2.93M | Sell |
72,478
-114,964
| -61% | -$4.26M | ﹤0.01% | 1223 |
|
|
2024
Q2 | $6.39M | Buy |
187,442
+95,176
| +103% | +$3.27M | 0.01% | 904 |
|
|
2024
Q1 | $3.03M | Sell |
92,266
-14,134
| -13% | -$441K | ﹤0.01% | 1194 |
|
|
2023
Q4 | $3.37M | Buy |
106,400
+2,200
| +2% | +$67.3K | 0.01% | 1045 |
|
|
2023
Q3 | $3.07M | Buy |
104,200
+85,800
| +466% | +$2.77M | 0.01% | 1043 |
|
|
2023
Q2 | $602K | Buy |
+18,400
| New | +$619K | ﹤0.01% | 1916 |
|
|
2022
Q3 | – | Sell |
-34,600
| Closed | -$1.21M | – | 3861 |
|
|
2022
Q2 | $1.21M | Sell |
34,600
-317,958
| -90% | -$11.5M | ﹤0.01% | 2326 |
|
|
2022
Q1 | $13.1M | Buy |
+352,558
| New | +$12.2M | 0.02% | 690 |
|
|
2021
Q4 | – | Sell |
-41,798
| Closed | -$1.41M | – | 4336 |
|
|
2021
Q3 | $1.34M | Sell |
41,798
-40,196
| -49% | -$1.34M | 0.01% | 1820 |
|
|
2021
Q2 | $2.59M | Sell |
81,994
-345,852
| -81% | -$11.3M | 0.01% | 1245 |
|
|
2021
Q1 | $13.7M | Sell |
427,846
-189,728
| -31% | -$5.89M | 0.06% | 318 |
|
|
2020
Q4 | $19.4M | Buy |
617,574
+398,204
| +182% | +$12.6M | 0.1% | 198 |
|
|
2020
Q3 | $6.51M | Buy |
219,370
+83,758
| +62% | +$2.49M | 0.04% | 427 |
|
|
2020
Q2 | $3.83M | Buy |
135,612
+112,828
| +495% | +$3.25M | 0.03% | 560 |
|
|
2020
Q1 | $631K | Sell |
22,784
-1,147,214
| -98% | -$36.7M | 0.01% | 920 |
|
|
2019
Q4 | $37.8M | Buy |
1,169,998
+628,960
| +116% | +$20M | 0.26% | 90 |
|
|
2019
Q3 | $17.5M | Buy |
541,038
+110,288
| +26% | +$3.4M | 0.14% | 170 |
|
|
2019
Q2 | $12.8M | Buy |
430,750
+125,366
| +41% | +$3.68M | 0.11% | 219 |
|
|
2019
Q1 | $8.88M | Sell |
305,384
-37,534
| -11% | -$1.04M | 0.08% | 296 |
|
|
2018
Q4 | $9.07M | Buy |
342,918
+35,928
| +12% | +$976K | 0.09% | 271 |
|
|
2018
Q3 | $8.08M | Buy |
306,990
+7,480
| +2% | +$199K | 0.07% | 347 |
|
|
2018
Q2 | $7.78M | Buy |
299,510
+220,530
| +279% | +$5.55M | 0.12% | 213 |
|
|
2018
Q1 | $2M | Buy |
+78,980
| New | +$1.97M | 0.08% | 193 |
|
|
2016
Q2 | – | Sell |
-17,932
| Closed | -$445K | – | 1203 |
|
|
2016
Q1 | $445K | Buy |
+17,932
| New | +$414K | ﹤0.01% | 869 |
|
|
2014
Q2 | – | Sell |
-203,678
| Closed | -$4.22M | – | 1086 |
|
|
2014
Q1 | $4.22M | Buy |
+203,678
| New | +$4.02M | 0.08% | 251 |
|
|
2013
Q2 | $1.18M | Buy |
+62,652
| New | +$1.23M | 0.07% | 80 |
|
Other funds holding XLU
MMH
Marshall Wace's XLU Position: Q3 2025 in Review
Marshall Wace sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 32,776 shares — an estimated $1.34M sold.
Marshall Wace first reported a position in XLU in Q2 2013 and held it in 29 quarters. The position peaked at $67M in Q1 2025. 1,429 funds tracked by Wall St. Rank hold XLU as of Q3 2025.
- Marshall Wace reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
- Marshall Wace sold 32,776 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $1.34M.
- Marshall Wace first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2013 and held it in 29 quarters.
- Marshall Wace's State Street Utilities Select Sector SPDR ETF position peaked at $67M in Q1 2025.
- 1,429 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.
Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.