Marshall Wace
XLU icon

Marshall Wace’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Marshall Wace’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-146,400
Closed -$5.77M – 3249
2025
Q1 		$5.77M Buy
+146,400
New +$5.72M 0.01% 992
2024
Q4 		– Sell
-400
Closed -$16.2K – 3063
2024
Q3 		$16.2K Sell
400
-147,000
-100% -$5.45M ﹤0.01% 2434
2024
Q2 		$5.02M Buy
+147,400
New +$5.06M 0.01% 987
2024
Q1 		– Sell
-162,200
Closed -$5.14M – 2854
2023
Q4 		$5.14M Sell
162,200
-664,600
-80% -$20.3M 0.01% 904
2023
Q3 		$24.4M Buy
826,800
+417,600
+102% +$13.5M 0.05% 374
2023
Q2 		$13.4M Buy
409,200
+387,000
+1,743% +$13M 0.03% 620
2023
Q1 		$751K Buy
22,200
+600
+3% +$20.3K ﹤0.01% 1938
2022
Q4 		$761K Buy
+21,600
New +$734K ﹤0.01% 2199
2022
Q3 		– Sell
-16,800
Closed -$589K – 3862
2022
Q2 		$589K Sell
16,800
-416,800
-96% -$15.1M ﹤0.01% 2718
2022
Q1 		$16.1M Buy
433,600
+14,800
+4% +$513K 0.03% 585
2021
Q4 		$15M Buy
418,800
+400
+0.1% +$13.5K 0.03% 614
2021
Q3 		$13.4M Buy
+418,400
New +$14M 0.06% 408
2021
Q2 		– Sell
-30,200
Closed -$967K – 3156
2021
Q1 		$967K Sell
30,200
-1,432,800
-98% -$44.5M ﹤0.01% 1683
2020
Q4 		$45.9M Buy
1,463,000
+671,400
+85% +$21.2M 0.25% 83
2020
Q3 		$26.2M Sell
791,600
-104,200
-12% -$3.09M 0.17% 131
2020
Q2 		$27.3M Buy
+895,800
New +$25.8M 0.19% 114
2020
Q1 		– Sell
-333,600
Closed -$11.7M – 2117
2019
Q4 		$11.7M Buy
333,600
+292,600
+714% +$9.29M 0.08% 291
2019
Q3 		$1.28M Buy
+41,000
New +$1.26M 0.01% 881

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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. 1,426 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.
  • 1,426 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.