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 Q2	$2.33M	Sell	14,700 -1,865,700	-99%	-$278M	﹤0.01%	1772
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Marshall Wace's XLV Position: Q2 2026 in Review

Marshall Wace opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 42,480 shares worth $6.74M. The stake represents 0.01% of the portfolio and ranks #1221 among its holdings. This is a return to the name: Marshall Wace previously reported a position in XLV as recently as Q4 2025.

Marshall Wace first reported a position in XLV in Q2 2013 and has held it in 34 quarters since. The position peaked at $86.9M in Q4 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Marshall Wace held 42,480 shares of State Street Health Care Select Sector SPDR ETF worth $6.74M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Marshall Wace position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #1221 holding.
Marshall Wace first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 34 quarters since.
Marshall Wace's State Street Health Care Select Sector SPDR ETF position peaked at $86.9M in Q4 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.