Mercer Capital Advisers’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mercer Capital Advisers’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-275	Closed	-$7K	–	223
2018 Q4	$7K	Hold	275	–	–	0.01%	219
2018 Q3	$8K	Hold	275	–	–	0.01%	227
2018 Q2	$7K	Hold	275	–	–	0.01%	238
2018 Q1	$8K	Hold	275	–	–	0.01%	228
2017 Q4	$8K	Hold	275	–	–	0.01%	224
2017 Q3	$7K	Hold	275	–	–	0.01%	236
2017 Q2	$7K	Hold	275	–	–	0.01%	241
2017 Q1	$7K	Hold	275	–	–	0.01%	252
2016 Q4	$6K	Hold	275	–	–	﹤0.01%	260
2016 Q3	$5K	Sell	275 -38	-12%	-$784	﹤0.01%	268
2016 Q2	$6K	Hold	313	–	–	﹤0.01%	261
2016 Q1	$6K	Hold	313	–	–	0.01%	259
2015 Q4	$7K	Hold	313	–	–	0.01%	265
2015 Q3	$6K	Hold	313	–	–	0.01%	262
2015 Q2	$7K	Hold	313	–	–	0.01%	271
2015 Q1	$7K	Hold	313	–	–	0.01%	270
2014 Q4	$7K	Buy	+313	New	+$6.56K	0.01%	271

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mercer Capital Advisers's XLF Position: Q1 2019 in Review

Mercer Capital Advisers sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2019, closing a stake of 275 shares — an estimated $7K sold.

Mercer Capital Advisers first reported a position in XLF in Q4 2014 and held it in 17 quarters. The position peaked at $8K in Q3 2018. 983 funds tracked by Wall St. Rank hold XLF as of Q1 2019.

Mercer Capital Advisers reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
Mercer Capital Advisers sold 275 State Street Financial Select Sector SPDR ETF shares in Q1 2019, an estimated $7K.
Mercer Capital Advisers first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and held it in 17 quarters.
Mercer Capital Advisers's State Street Financial Select Sector SPDR ETF position peaked at $8K in Q3 2018.
983 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2019.

Based on Mercer Capital Advisers's 13F filing for Q1 2019, filed 23 Apr 2019.