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 Q2	$66.2M	Buy	1,234,286 +233,565	+23%	+$12.1M	0.08%	139
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 $1.81T AUM 41.13% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 23% in Q2 2026, buying an estimated $12.1M and bringing the position to 1,234,286 shares worth $66.2M. The position accounts for 0.08% of the portfolio, ranked #139.

Mercer Global Advisors first reported a position in XLF in Q1 2019 and has held it in 30 quarters since. 1,898 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Mercer Global Advisors held 1,234,286 shares of State Street Financial Select Sector SPDR ETF worth $66.2M as of Q2 2026.
Mercer Global Advisors bought 233,565 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $12.1M.
State Street Financial Select Sector SPDR ETF made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #139 holding.
Mercer Global Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
1,898 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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