Mercer Global Advisors’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$515K	Sell	19,132 -13,571	-41%	-$373K	﹤0.01%	1961
2025 Q4	$896K	Sell	32,703 -9,237	-22%	-$252K	﹤0.01%	1510
2025 Q3	$1.17M	Sell	41,940 -151,374	-78%	-$4.2M	﹤0.01%	1297
2025 Q2	$5.43M	Sell	193,314 -16,892	-8%	-$463K	0.01%	545
2025 Q1	$5.52M	Sell	210,206 -31,876	-13%	-$824K	0.01%	514
2024 Q4	$6.13M	Sell	242,082 -32,741	-12%	-$855K	0.02%	492
2024 Q3	$7.52M	Sell	274,823 -542,353	-66%	-$14.5M	0.02%	389
2024 Q2	$21M	Sell	817,176 -57,683	-7%	-$1.5M	0.06%	183
2024 Q1	$23.1M	Sell	874,859 -88,659	-9%	-$2.36M	0.07%	176
2023 Q4	$26.4M	Sell	963,518 -68,815	-7%	-$1.81M	0.08%	159
2023 Q3	$26.6M	Sell	1,032,333 -67,452	-6%	-$1.79M	0.1%	126
2023 Q2	$29.4M	Sell	1,099,785 -55,259	-5%	-$1.49M	0.12%	125
2023 Q1	$31.5M	Sell	1,155,044 -20,055	-2%	-$543K	0.14%	110
2022 Q4	$31.8M	Sell	1,175,099 -155,812	-12%	-$4.02M	0.16%	97
2022 Q3	$33.3M	Sell	1,330,911 -33,302	-2%	-$872K	0.2%	80
2022 Q2	$36.8M	Sell	1,364,213 -25,902	-2%	-$718K	0.23%	70
2022 Q1	$40.5M	Buy	1,390,115 +18,823	+1%	+$562K	0.24%	66
2021 Q4	$41.7M	Buy	1,371,292 +50,205	+4%	+$1.54M	0.26%	64
2021 Q3	$41.1M	Buy	1,321,087 +64,116	+5%	+$2.02M	0.29%	59
2021 Q2	$39.9M	Buy	1,256,971 +37,185	+3%	+$1.2M	0.31%	59
2021 Q1	$38.4M	Buy	1,219,786 +98,825	+9%	+$3.19M	0.35%	51
2020 Q4	$36.8M	Buy	1,120,961 +53,014	+5%	+$1.7M	0.46%	38
2020 Q3	$33.5M	Buy	1,067,947 +50,051	+5%	+$1.57M	0.5%	34
2020 Q2	$31.1M	Buy	1,017,896 +412,270	+68%	+$12.3M	0.56%	30
2020 Q1	$18M	Buy	605,626 +177,671	+42%	+$5.37M	0.4%	48
2019 Q4	$13.2M	Buy	427,955 +77,030	+22%	+$2.35M	0.26%	79
2019 Q3	$10.6M	Buy	350,925 +51,654	+17%	+$1.58M	0.25%	81
2019 Q2	$9.3M	Buy	299,271 +89,233	+42%	+$2.73M	0.25%	85
2019 Q1	$6.42M	Buy	+210,038	New	+$6.47M	0.23%	80

Other funds holding BWZ

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

Mercer Global Advisors reduced its State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) stake by 41% in Q1 2026, selling an estimated $373K and leaving 19,132 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Mercer Global Advisors first reported a position in BWZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $41.7M in Q4 2021. 74 funds tracked by Wall St. Rank hold BWZ as of Q1 2026.

Mercer Global Advisors held 19,132 shares of State Street SPDR Bloomberg Short Term International Treasury Bond ETF worth $515K as of Q1 2026.
Mercer Global Advisors sold 13,571 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q1 2026, an estimated $373K.
State Street SPDR Bloomberg Short Term International Treasury Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1961 holding.
Mercer Global Advisors first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $41.7M in Q4 2021.
74 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q1 2026.

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