Marshall Wace’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Marshall Wace’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.41M	Sell	86,367 -170,295	-66%	-$19.9M	0.01%	1006
2025 Q4	$30.6M	Sell	256,662 -678,780	-73%	-$80.5M	0.03%	487
2025 Q3	$112M	Buy	+935,442	New	+$107M	0.11%	143
2025 Q1	–	Sell	-45,174	Closed	-$5.07M	–	3153
2024 Q4	$5.07M	Buy	+45,174	New	+$4.83M	0.01%	1054
2024 Q3	–	Sell	-140,050	Closed	-$13.1M	–	3017
2024 Q2	$12.8M	Buy	+140,050	New	+$12.4M	0.02%	631
2024 Q1	–	Sell	-861,400	Closed	-$76.7M	–	2855
2023 Q4	$77M	Buy	861,400 +282,290	+49%	+$23.4M	0.13%	154
2023 Q3	$46.6M	Buy	579,110 +397,808	+219%	+$33.6M	0.09%	220
2023 Q2	$15.4M	Buy	181,302 +149,098	+463%	+$11.4M	0.03%	578
2023 Q1	$2.41M	Buy	32,204 +17,582	+120%	+$1.26M	0.01%	1355
2022 Q4	$944K	Buy	+14,622	New	+$1.02M	﹤0.01%	2117
2021 Q4	–	Sell	-23,114	Closed	-$2.3M	–	4338
2021 Q3	$2.07M	Sell	23,114 -5,578	-19%	-$507K	0.01%	1515
2021 Q2	$2.56M	Sell	28,692 -16,854	-37%	-$1.47M	0.01%	1248
2021 Q1	$3.83M	Sell	45,546 -4,932	-10%	-$410K	0.02%	987
2020 Q4	$4.06M	Sell	50,478 -877,398	-95%	-$67.6M	0.02%	651
2020 Q3	$68.2M	Buy	927,876 +475,940	+105%	+$33.7M	0.44%	46
2020 Q2	$28.9M	Buy	451,936 +324,610	+255%	+$19.1M	0.2%	110
2020 Q1	$6.24M	Sell	127,326 -254,302	-67%	-$15M	0.06%	318
2019 Q4	$23.9M	Buy	381,628 +347,520	+1,019%	+$21.1M	0.16%	146
2019 Q3	$2.06M	Sell	34,108 -108,784	-76%	-$6.56M	0.02%	759
2019 Q2	$8.52M	Buy	142,892 +63,120	+79%	+$3.69M	0.07%	327
2019 Q1	$4.54M	Buy	79,772 +21,110	+36%	+$1.14M	0.04%	493
2018 Q4	$2.9M	Buy	58,662 +12,082	+26%	+$639K	0.03%	634
2018 Q3	$2.73M	Buy	+46,580	New	+$2.65M	0.02%	597
2018 Q2	–	Sell	-65,628	Closed	-$3.32M	–	859
2018 Q1	$3.32M	Buy	+65,628	New	+$3.42M	0.14%	142
2016 Q1	–	Sell	-12,576	Closed	-$491K	–	1206
2015 Q4	$491K	Buy	+12,576	New	+$499K	﹤0.01%	809
2014 Q2	–	Sell	-391,410	Closed	-$12.7M	–	1087
2014 Q1	$12.7M	Buy	+391,410	New	+$12.8M	0.23%	122

Other funds holding XLY

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

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

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

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

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

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

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

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

Marshall Wace's XLY Position: Q1 2026 in Review

Marshall Wace reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 66% in Q1 2026, selling an estimated $19.9M and leaving 86,367 shares worth $9.41M. The position accounts for 0.01% of the portfolio, ranked #1006.

Marshall Wace first reported a position in XLY in Q1 2014 and has held it in 26 quarters since. The position peaked at $112M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Marshall Wace held 86,367 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $9.41M as of Q1 2026.
Marshall Wace sold 170,295 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $19.9M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1006 holding.
Marshall Wace first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2014 and has held it in 26 quarters since.
Marshall Wace's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $112M in Q3 2025.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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