Mercer Global Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.5M	Sell	932,699 -22,275	-2%	-$1.27M	0.06%	182
2026 Q1	$58.5M	Buy	954,974 +62,899	+7%	+$3.37M	0.09%	130
2025 Q4	$38.8M	Buy	892,075 +34,061	+4%	+$1.52M	0.06%	202
2025 Q3	$38.3M	Buy	858,014 +385,756	+82%	+$16.9M	0.06%	184
2025 Q2	$20M	Buy	472,258 +83,806	+22%	+$3.49M	0.04%	245
2025 Q1	$18.1M	Buy	388,452 +27,722	+8%	+$1.25M	0.04%	243
2024 Q4	$15.5M	Sell	360,730 -230,354	-39%	-$10.5M	0.04%	263
2024 Q3	$26.4M	Sell	591,084 -8,846	-1%	-$395K	0.06%	168
2024 Q2	$26.1M	Buy	599,930 +27,850	+5%	+$1.3M	0.07%	160
2024 Q1	$27M	Buy	572,080 +75,678	+15%	+$3.25M	0.08%	161
2023 Q4	$20.8M	Buy	496,402 +305,210	+160%	+$13.1M	0.06%	191
2023 Q3	$8.64M	Sell	191,192 -12,014	-6%	-$526K	0.03%	304
2023 Q2	$8.25M	Buy	203,206 +80,922	+66%	+$3.3M	0.03%	334
2023 Q1	$5.06M	Sell	122,284 -55,584	-31%	-$2.38M	0.02%	427
2022 Q4	$7.78M	Buy	177,868 +58,360	+49%	+$2.54M	0.04%	321
2022 Q3	$4.3M	Buy	119,508 +12,964	+12%	+$490K	0.03%	416
2022 Q2	$3.81M	Sell	106,544 -9,644	-8%	-$387K	0.02%	437
2022 Q1	$4.44M	Sell	116,188 -13,602	-10%	-$471K	0.03%	418
2021 Q4	$3.6M	Sell	129,790 -32,854	-20%	-$928K	0.02%	452
2021 Q3	$4.24M	Buy	162,644 +3,554	+2%	+$88K	0.03%	395
2021 Q2	$4.29M	Buy	159,090 +46,576	+41%	+$1.21M	0.03%	357
2021 Q1	$2.76M	Buy	112,514 +93,792	+501%	+$2.16M	0.03%	438
2020 Q4	$355K	Buy	+18,722	New	+$323K	﹤0.01%	1002
2020 Q3	–	Sell	-10,704	Closed	-$203K	–	1282
2020 Q2	$203K	Buy	+10,704	New	+$199K	﹤0.01%	1005
2019 Q3	–	Sell	-7,702	Closed	-$245K	–	1205
2019 Q2	$245K	Sell	7,702 -822	-10%	-$26.3K	0.01%	962
2019 Q1	$282K	Buy	+8,524	New	+$274K	0.01%	839

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mercer Global Advisors's XLE Position: Q2 2026 in Review

Mercer Global Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.3% in Q2 2026, selling an estimated $1.27M and leaving 932,699 shares worth $49.5M. The position accounts for 0.06% of the portfolio, ranked #182.

Mercer Global Advisors first reported a position in XLE in Q1 2019 and has held it in 26 quarters since. The position peaked at $58.5M in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mercer Global Advisors held 932,699 shares of State Street Energy Select Sector SPDR ETF worth $49.5M as of Q2 2026.
Mercer Global Advisors sold 22,275 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.27M.
State Street Energy Select Sector SPDR ETF made up 0.06% of Mercer Global Advisors's portfolio in Q2 2026, its #182 holding.
Mercer Global Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 26 quarters since.
Mercer Global Advisors's State Street Energy Select Sector SPDR ETF position peaked at $58.5M in Q1 2026.
2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.