Mercer Global Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.2M | Sell |
440,971
-144,189
| -25% | -$6.47M | 0.03% | 315 |
|
|
2025
Q4 | $25M | Buy |
585,160
+41,448
| +8% | +$1.84M | 0.04% | 284 |
|
|
2025
Q3 | $23.7M | Buy |
543,712
+431,316
| +384% | +$18.2M | 0.04% | 268 |
|
|
2025
Q2 | $4.59M | Buy |
112,396
+8,244
| +8% | +$328K | 0.01% | 590 |
|
|
2025
Q1 | $4.1M | Sell |
104,152
-192
| -0.2% | -$7.5K | 0.01% | 600 |
|
|
2024
Q4 | $3.95M | Buy |
104,344
+42,686
| +69% | +$1.69M | 0.01% | 606 |
|
|
2024
Q3 | $2.51M | Sell |
61,658
-2,774
| -4% | -$103K | 0.01% | 706 |
|
|
2024
Q2 | $2.2M | Sell |
64,432
-806
| -1% | -$27.7K | 0.01% | 699 |
|
|
2024
Q1 | $2.14M | Buy |
65,238
+10,086
| +18% | +$315K | 0.01% | 706 |
|
|
2023
Q4 | $1.75M | Sell |
55,152
-22,296
| -29% | -$682K | 0.01% | 775 |
|
|
2023
Q3 | $2.28M | Sell |
77,448
-7,700
| -9% | -$248K | 0.01% | 668 |
|
|
2023
Q2 | $2.79M | Buy |
85,148
+32,952
| +63% | +$1.11M | 0.01% | 618 |
|
|
2023
Q1 | $1.77M | Sell |
52,196
-5,784
| -10% | -$196K | 0.01% | 715 |
|
|
2022
Q4 | $2.04M | Buy |
57,980
+10,480
| +22% | +$356K | 0.01% | 681 |
|
|
2022
Q3 | $1.56M | Buy |
47,500
+2,036
| +4% | +$74.6K | 0.01% | 700 |
|
|
2022
Q2 | $1.59M | Buy |
45,464
+3,232
| +8% | +$117K | 0.01% | 672 |
|
|
2022
Q1 | $1.57M | Buy |
42,232
+8,510
| +25% | +$295K | 0.01% | 721 |
|
|
2021
Q4 | $1.21M | Buy |
33,722
+250
| +0.7% | +$8.43K | 0.01% | 804 |
|
|
2021
Q3 | $1.07M | Buy |
33,472
+8,168
| +32% | +$273K | 0.01% | 830 |
|
|
2021
Q2 | $800K | Sell |
25,304
-1,486
| -6% | -$48.6K | 0.01% | 938 |
|
|
2021
Q1 | $858K | Buy |
26,790
+8,386
| +46% | +$260K | 0.01% | 841 |
|
|
2020
Q4 | $577K | Buy |
18,404
+7,162
| +64% | +$227K | 0.01% | 807 |
|
|
2020
Q3 | $334K | Buy |
11,242
+108
| +1% | +$3.21K | 0.01% | 918 |
|
|
2020
Q2 | $314K | Sell |
11,134
-3,606
| -24% | -$104K | 0.01% | 836 |
|
|
2020
Q1 | $408K | Sell |
14,740
-106
| -0.7% | -$3.39K | 0.01% | 720 |
|
|
2019
Q4 | $480K | Buy |
14,846
+4,242
| +40% | +$135K | 0.01% | 746 |
|
|
2019
Q3 | $343K | Sell |
10,604
-642
| -6% | -$19.8K | 0.01% | 844 |
|
|
2019
Q2 | $335K | Buy |
11,246
+2,062
| +22% | +$60.6K | 0.01% | 832 |
|
|
2019
Q1 | $267K | Buy |
+9,184
| New | +$255K | 0.01% | 862 |
|
Other funds holding XLU
