Marshall Wace
XLV icon

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 		$276M Buy
1,880,400
+1,461,200
+349% +$225M 0.27% 50
2025
Q4 		$64.9M Sell
419,200
-767,400
-65% -$115M 0.06% 284
2025
Q3 		$165M Buy
1,186,600
+586,600
+98% +$79.4M 0.17% 92
2025
Q2 		$80.9M Sell
600,000
-550,000
-48% -$74.3M 0.09% 210
2025
Q1 		$168M Sell
1,150,000
-350,000
-23% -$50.8M 0.21% 73
2024
Q4 		$206M Hold
1,500,000
– – 0.25% 55
2024
Q3 		$231M Buy
+1,500,000
New +$227M 0.28% 54
2024
Q2 		– Sell
-1,500
Closed -$216K – 3031
2024
Q1 		$216K Buy
+1,500
New +$215K ﹤0.01% 2214
2023
Q4 		– Sell
-2,400
Closed -$309K – 2666
2023
Q3 		$309K Sell
2,400
-38,900
-94% -$5.16M ﹤0.01% 1873
2023
Q2 		$5.48M Sell
41,300
-132,900
-76% -$17.5M 0.01% 979
2023
Q1 		$22.6M Buy
174,200
+169,200
+3,384% +$22.1M 0.05% 426
2022
Q4 		$679K Buy
5,000
+400
+9% +$53K ﹤0.01% 2247
2022
Q3 		$557K Buy
+4,600
New +$593K ﹤0.01% 2673
2022
Q2 		– Sell
-6,200
Closed -$849K – 3919
2022
Q1 		$849K Buy
6,200
+1,100
+22% +$146K ﹤0.01% 2521
2021
Q4 		$718K Hold
5,100
– – ﹤0.01% 2629
2021
Q3 		$649K Buy
5,100
+2,100
+70% +$278K ﹤0.01% 2268
2021
Q2 		$378K Buy
+3,000
New +$368K ﹤0.01% 2247
2020
Q4 		– Sell
-99,400
Closed -$11.1M – 2231
2020
Q3 		$11.1M Sell
99,400
-245,600
-71% -$25.9M 0.07% 268
2020
Q2 		$37M Buy
345,000
+344,900
+344,900% +$34M 0.26% 83
2020
Q1 		$10K Sell
100
-243,900
-100% -$23.7M ﹤0.01% 1550
2019
Q4 		$25.3M Buy
244,000
+136,100
+126% +$13.1M 0.17% 137
2019
Q3 		$10.3M Sell
107,900
-30,400
-22% -$2.78M 0.08% 291
2019
Q2 		$12.7M Buy
+138,300
New +$12.4M 0.1% 222

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
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. 1,803 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.
  • 1,803 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.