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
2025 Q4	–	Sell	-17,200	Closed	-$2.06M	–	3565
2025 Q3	$2.06M	Buy	+17,200	New	+$1.97M	﹤0.01%	1601
2025 Q1	–	Sell	-29,200	Closed	-$3.28M	–	3154
2024 Q4	$3.28M	Sell	29,200 -75,000	-72%	-$8.02M	﹤0.01%	1251
2024 Q3	$10.4M	Buy	104,200 +92,400	+783%	+$8.64M	0.01%	746
2024 Q2	$1.08M	Sell	11,800 -9,400	-44%	-$835K	﹤0.01%	1656
2024 Q1	$1.89M	Sell	21,200 -400,000	-95%	-$35.6M	﹤0.01%	1391
2023 Q4	$37.7M	Buy	421,200 +88,800	+27%	+$7.35M	0.06%	300
2023 Q3	$26.8M	Sell	332,400 -383,200	-54%	-$32.4M	0.05%	349
2023 Q2	$60.8M	Buy	715,600 +667,000	+1,372%	+$51.1M	0.12%	184
2023 Q1	$3.63M	Sell	48,600 -132,000	-73%	-$9.46M	0.01%	1148
2022 Q4	$11.7M	Buy	180,600 +4,800	+3%	+$335K	0.03%	724
2022 Q3	$12.5M	Buy	+175,800	New	+$13.8M	0.03%	716
2021 Q1	–	Sell	-85,200	Closed	-$6.85M	–	2913
2020 Q4	$6.85M	Buy	+85,200	New	+$6.57M	0.04%	463
2020 Q3	–	Sell	-20,600	Closed	-$1.48M	–	1975
2020 Q2	$1.48M	Buy	+20,600	New	+$1.21M	0.01%	888
2020 Q1	–	Sell	-678,000	Closed	-$44.7M	–	2119
2019 Q4	$44.7M	Buy	678,000 +566,000	+505%	+$34.4M	0.31%	71
2019 Q3	$6.76M	Sell	112,000 -121,600	-52%	-$7.33M	0.05%	401
2019 Q2	$13.8M	Buy	+233,600	New	+$13.7M	0.11%	203

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.