Mercer Global Advisors
XLRE icon

Mercer Global Advisors’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Mercer Global Advisors’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.34M Sell
179,710
-46,697
-21% -$1.96M 0.01% 616
2025
Q4 		$9.14M Sell
226,407
-44,318
-16% -$1.82M 0.01% 516
2025
Q3 		$11.4M Buy
270,725
+258,441
+2,104% +$10.8M 0.02% 437
2025
Q2 		$509K Sell
12,284
-17,111
-58% -$703K ﹤0.01% 1559
2025
Q1 		$1.23M Sell
29,395
-1,024
-3% -$42.7K ﹤0.01% 1031
2024
Q4 		$1.24M Buy
30,419
+878
+3% +$38K ﹤0.01% 1011
2024
Q3 		$1.31M Buy
29,541
+1,234
+4% +$52K ﹤0.01% 910
2024
Q2 		$1.07M Sell
28,307
-1,976
-7% -$74.4K ﹤0.01% 940
2024
Q1 		$1.2M Sell
30,283
-358
-1% -$13.9K ﹤0.01% 895
2023
Q4 		$1.23M Sell
30,641
-14,088
-31% -$506K ﹤0.01% 897
2023
Q3 		$1.52M Sell
44,729
-6,965
-13% -$258K 0.01% 792
2023
Q2 		$1.95M Buy
51,694
+25,104
+94% +$926K 0.01% 730
2023
Q1 		$994K Buy
26,590
+14,854
+127% +$570K ﹤0.01% 915
2022
Q4 		$433K Buy
11,736
+3,673
+46% +$136K ﹤0.01% 1279
2022
Q3 		$290K Sell
8,063
-1,741
-18% -$72.9K ﹤0.01% 1431
2022
Q2 		$401K Buy
9,804
+1,708
+21% +$76.2K ﹤0.01% 1263
2022
Q1 		$391K Sell
8,096
-2,276
-22% -$107K ﹤0.01% 1369
2021
Q4 		$537K Buy
10,372
+2,289
+28% +$110K ﹤0.01% 1168
2021
Q3 		$359K Sell
8,083
-97,905
-92% -$4.55M ﹤0.01% 1341
2021
Q2 		$4.7M Sell
105,988
-5,228
-5% -$224K 0.04% 339
2021
Q1 		$4.39M Buy
+111,216
New +$4.18M 0.04% 322

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Mercer Global Advisors reduced its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 21% in Q1 2026, selling an estimated $1.96M and leaving 179,710 shares worth $7.34M. The position accounts for 0.01% of the portfolio, ranked #616.

Mercer Global Advisors first reported a position in XLRE in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.4M in Q3 2025. 750 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Mercer Global Advisors held 179,710 shares of State Street Real Estate Select Sector SPDR ETF worth $7.34M as of Q1 2026.
  • Mercer Global Advisors sold 46,697 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $1.96M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #616 holding.
  • Mercer Global Advisors first reported a position in State Street Real Estate Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
  • Mercer Global Advisors's State Street Real Estate Select Sector SPDR ETF position peaked at $11.4M in Q3 2025.
  • 750 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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