Mercer Global Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Mercer Global Advisors’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$430K	Sell	1,692 -817	-33%	-$224K	﹤0.01%	2101
2025 Q4	$605K	Buy	2,509 +540	+27%	+$128K	﹤0.01%	1741
2025 Q3	$463K	Buy	+1,969	New	+$430K	﹤0.01%	1798
2025 Q1	–	Sell	-1,382	Closed	-$229K	–	2271
2024 Q4	$229K	Buy	+1,382	New	+$228K	﹤0.01%	1895
2023 Q2	–	Sell	-2,414	Closed	-$282K	–	2056
2023 Q1	$282K	Buy	2,414 +126	+6%	+$14.7K	﹤0.01%	1551
2022 Q4	$252K	Buy	2,288 +50	+2%	+$5.28K	﹤0.01%	1590
2022 Q3	$205K	Buy	2,238 +42	+2%	+$4.39K	﹤0.01%	1614
2022 Q2	$221K	Sell	2,196 -14,756	-87%	-$1.63M	﹤0.01%	1589
2022 Q1	$2.11M	Sell	16,952 -1,822	-10%	-$214K	0.01%	636
2021 Q4	$2.19M	Sell	18,774 -113	-0.6%	-$13.4K	0.01%	597
2021 Q3	$2.25M	Buy	+18,887	New	+$2.33M	0.02%	569
2021 Q1	–	Sell	-4,091	Closed	-$469K	–	1681
2020 Q4	$469K	Buy	+4,091	New	+$415K	0.01%	885

Other funds holding XAR

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Mercer Global Advisors's XAR Position: Q1 2026 in Review

Mercer Global Advisors reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 33% in Q1 2026, selling an estimated $224K and leaving 1,692 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Mercer Global Advisors first reported a position in XAR in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2021. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

Mercer Global Advisors held 1,692 shares of State Street SPDR S&P Aerospace & Defense ETF worth $430K as of Q1 2026.
Mercer Global Advisors sold 817 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $224K.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2101 holding.
Mercer Global Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2020 and has held it in 12 quarters since.
Mercer Global Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $2.25M in Q3 2021.
566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.