Mercer Global Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mercer Global Advisors’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
2026 Q1	$49.4M	Buy	1,000,721 +10,259	+1%	+$535K	0.07%	159
2025 Q4	$54.3M	Sell	990,462 -175,081	-15%	-$9.33M	0.08%	144
2025 Q3	$62.8M	Buy	1,165,543 +1,013,512	+667%	+$53.7M	0.1%	112
2025 Q2	$7.91M	Sell	152,031 -1,664	-1%	-$82.4K	0.02%	448
2025 Q1	$7.65M	Buy	153,695 +6,760	+5%	+$339K	0.02%	423
2024 Q4	$7.1M	Sell	146,935 -108,252	-42%	-$5.23M	0.02%	447
2024 Q3	$11.5M	Buy	255,187 +5,162	+2%	+$225K	0.03%	300
2024 Q2	$9.63M	Sell	250,025 -17,031	-6%	-$701K	0.03%	312
2024 Q1	$11.2M	Buy	267,056 +3,738	+1%	+$148K	0.03%	290
2023 Q4	$9.9M	Buy	263,318 +36,568	+16%	+$1.27M	0.03%	311
2023 Q3	$7.52M	Sell	226,750 -45,794	-17%	-$1.58M	0.03%	333
2023 Q2	$9.19M	Buy	272,544 +106,885	+65%	+$3.49M	0.04%	312
2023 Q1	$5.33M	Sell	165,659 -8,576	-5%	-$298K	0.02%	415
2022 Q4	$5.96M	Sell	174,235 -6,069	-3%	-$205K	0.03%	384
2022 Q3	$5.47M	Sell	180,304 -23,068	-11%	-$762K	0.03%	358
2022 Q2	$6.4M	Buy	203,372 +2,355	+1%	+$81.4K	0.04%	304
2022 Q1	$7.7M	Sell	201,017 -86,038	-30%	-$3.36M	0.05%	279
2021 Q4	$11.2M	Sell	287,055 -253,048	-47%	-$9.95M	0.07%	207
2021 Q3	$20.3M	Buy	540,103 +11,216	+2%	+$420K	0.14%	118
2021 Q2	$19.4M	Buy	528,887 +6,665	+1%	+$244K	0.15%	111
2021 Q1	$17.8M	Buy	522,222 +488,278	+1,438%	+$15.7M	0.16%	101
2020 Q4	$1M	Buy	33,944 +17,231	+103%	+$461K	0.01%	607
2020 Q3	$402K	Buy	16,713 +3,946	+31%	+$96K	0.01%	859
2020 Q2	$295K	Sell	12,767 -4,240	-25%	-$96.3K	0.01%	856
2020 Q1	$354K	Sell	17,007 -132,587	-89%	-$3.65M	0.01%	763
2019 Q4	$4.6M	Buy	149,594 +133,469	+828%	+$3.92M	0.09%	184
2019 Q3	$451K	Buy	16,125 +2,545	+19%	+$70.3K	0.01%	732
2019 Q2	$375K	Sell	13,580 -6,323	-32%	-$171K	0.01%	792
2019 Q1	$512K	Buy	+19,903	New	+$514K	0.02%	620

Other funds holding XLF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 1% in Q1 2026, buying an estimated $535K and bringing the position to 1,000,721 shares worth $49.4M. The position accounts for 0.07% of the portfolio, ranked #159.

Mercer Global Advisors first reported a position in XLF in Q1 2019 and has held it in 29 quarters since. The position peaked at $62.8M in Q3 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Mercer Global Advisors held 1,000,721 shares of State Street Financial Select Sector SPDR ETF worth $49.4M as of Q1 2026.
Mercer Global Advisors bought 10,259 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $535K.
State Street Financial Select Sector SPDR ETF made up 0.07% of Mercer Global Advisors's portfolio in Q1 2026, its #159 holding.
Mercer Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's State Street Financial Select Sector SPDR ETF position peaked at $62.8M in Q3 2025.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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