Mercer Global Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Mercer Global Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18.2M	Sell	400,695 -40,276	-9%	-$1.82M	0.02%	383
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Mercer Global Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.1% in Q2 2026, selling an estimated $1.82M and leaving 400,695 shares worth $18.2M. The position accounts for 0.02% of the portfolio, ranked #383.

Mercer Global Advisors first reported a position in XLU in Q1 2019 and has held it in 30 quarters since. The position peaked at $25M in Q4 2025. 1,581 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Mercer Global Advisors held 400,695 shares of State Street Utilities Select Sector SPDR ETF worth $18.2M as of Q2 2026.
Mercer Global Advisors sold 40,276 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.82M.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #383 holding.
Mercer Global Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $25M in Q4 2025.
1,581 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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