Marshall Wace’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Marshall Wace’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$132K	Sell	900 -1,409,700	-100%	-$217M	﹤0.01%	2859
2025 Q4	$218M	Buy	1,410,600 +1,381,100	+4,682%	+$207M	0.2%	78
2025 Q3	$4.11M	Buy	+29,500	New	+$3.99M	﹤0.01%	1262
2024 Q2	–	Sell	-11,200	Closed	-$1.61M	–	3030
2024 Q1	$1.61M	Buy	+11,200	New	+$1.61M	﹤0.01%	1456
2023 Q4	–	Sell	-500	Closed	-$64.4K	–	2665
2023 Q3	$64.4K	Sell	500 -22,000	-98%	-$2.92M	﹤0.01%	2070
2023 Q2	$2.99M	Buy	+22,500	New	+$2.97M	0.01%	1225
2023 Q1	–	Sell	-28,100	Closed	-$3.82M	–	3156
2022 Q4	$3.82M	Sell	28,100 -17,600	-39%	-$2.33M	0.01%	1360
2022 Q3	$5.54M	Buy	+45,700	New	+$5.89M	0.01%	1301
2021 Q4	–	Sell	-64,500	Closed	-$8.21M	–	4337
2021 Q3	$8.21M	Buy	+64,500	New	+$8.52M	0.03%	671
2020 Q4	–	Sell	-261,900	Closed	-$29.4M	–	2230
2020 Q3	$29.4M	Sell	261,900 -141,600	-35%	-$14.9M	0.19%	121
2020 Q2	$43.2M	Buy	+403,500	New	+$39.8M	0.3%	74
2020 Q1	–	Sell	-222,000	Closed	-$23.1M	–	2118
2019 Q4	$23.1M	Buy	222,000 +122,600	+123%	+$11.8M	0.16%	150
2019 Q3	$9.48M	Sell	99,400 -53,800	-35%	-$4.91M	0.07%	311
2019 Q2	$14M	Buy	+153,200	New	+$13.8M	0.12%	201

Other funds holding XLV

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Marshall Wace's XLV Position: Q1 2026 in Review

Marshall Wace sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 58,781 shares — an estimated $9.07M sold.

Marshall Wace first reported a position in XLV in Q2 2013 and held it in 33 quarters. The position peaked at $86.9M in Q4 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Marshall Wace reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 58,781 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.07M.
Marshall Wace first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and held it in 33 quarters.
Marshall Wace's State Street Health Care Select Sector SPDR ETF position peaked at $86.9M in Q4 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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