Mercer Global Advisors
XLG icon

Mercer Global Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Mercer Global Advisors’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Sell
198,614
-7,492
-4% -$457K 0.02% 513
2026
Q1 		$11.2M Sell
206,106
-100,676
-33% -$5.78M 0.02% 471
2025
Q4 		$18.2M Buy
306,782
+55,251
+22% +$3.25M 0.03% 356
2025
Q3 		$14.5M Buy
251,531
+77,712
+45% +$4.25M 0.02% 386
2025
Q2 		$9.06M Sell
173,819
-2,851
-2% -$136K 0.02% 408
2025
Q1 		$8.13M Sell
176,670
-19,981
-10% -$986K 0.02% 410
2024
Q4 		$9.82M Buy
196,651
+4,891
+3% +$241K 0.02% 361
2024
Q3 		$9M Sell
191,760
-1,146
-0.6% -$52.7K 0.02% 347
2024
Q2 		$8.83M Sell
192,906
-16,048
-8% -$689K 0.02% 330
2024
Q1 		$8.8M Sell
208,954
-9,198
-4% -$370K 0.03% 330
2023
Q4 		$8.23M Sell
218,152
-2,919
-1% -$104K 0.02% 351
2023
Q3 		$7.51M Sell
221,071
-2,054,729
-90% -$72.2M 0.03% 334
2023
Q2 		$7.96M Buy
2,275,800
+2,038,490
+859% +$66.4M 0.03% 339
2023
Q1 		$7.37M Sell
237,310
-18,320
-7% -$537K 0.03% 341
2022
Q4 		$7.05M Sell
255,630
-17,420
-6% -$491K 0.04% 346
2022
Q3 		$7.35M Sell
273,050
-77,780
-22% -$2.35M 0.04% 290
2022
Q2 		$10.1M Sell
350,830
-105,520
-23% -$3.29M 0.06% 222
2022
Q1 		$16M Sell
456,350
-4,860
-1% -$167K 0.09% 160
2021
Q4 		$17M Sell
461,210
-14,890
-3% -$531K 0.11% 151
2021
Q3 		$15.7M Sell
476,100
-22,360
-4% -$757K 0.11% 154
2021
Q2 		$16.2M Buy
498,460
+3,420
+0.7% +$107K 0.12% 128
2021
Q1 		$14.7M Sell
495,040
-1,660
-0.3% -$48.4K 0.13% 123
2020
Q4 		$14.2M Sell
496,700
-5,180
-1% -$141K 0.18% 88
2020
Q3 		$13.1M Buy
+501,880
New +$13M 0.2% 80
2020
Q2 		– Sell
-508,630
Closed -$9.95M – 1188
2020
Q1 		$9.95M Sell
508,630
-19,480
-4% -$439K 0.22% 84
2019
Q4 		$12.3M Buy
+528,110
New +$11.7M 0.25% 83

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mercer Global Advisors reduced its Invesco S&P 500 Top 50 ETF (XLG) stake by 3.6% in Q2 2026, selling an estimated $457K and leaving 198,614 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #513.

Mercer Global Advisors first reported a position in XLG in Q4 2019 and has held it in 26 quarters since. The position peaked at $18.2M in Q4 2025. 582 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

  • Mercer Global Advisors held 198,614 shares of Invesco S&P 500 Top 50 ETF worth $12.2M as of Q2 2026.
  • Mercer Global Advisors sold 7,492 Invesco S&P 500 Top 50 ETF shares in Q2 2026, an estimated $457K.
  • Invesco S&P 500 Top 50 ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #513 holding.
  • Mercer Global Advisors first reported a position in Invesco S&P 500 Top 50 ETF in Q4 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's Invesco S&P 500 Top 50 ETF position peaked at $18.2M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

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