Mercer Global Advisors
SDY icon

Mercer Global Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Mercer Global Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1M Buy
130,628
+20,095
+18% +$2.99M 0.03% 332
2025
Q4 		$15.4M Buy
110,533
+4,862
+5% +$676K 0.02% 385
2025
Q3 		$14.8M Buy
105,671
+15,051
+17% +$2.1M 0.02% 381
2025
Q2 		$12.3M Sell
90,620
-403
-0.4% -$53.4K 0.03% 340
2025
Q1 		$12.4M Sell
91,023
-5,513
-6% -$741K 0.03% 313
2024
Q4 		$12.8M Sell
96,536
-7,027
-7% -$981K 0.03% 305
2024
Q3 		$14.7M Sell
103,563
-710
-0.7% -$96K 0.03% 254
2024
Q2 		$12.4M Buy
104,273
+3,261
+3% +$420K 0.03% 267
2024
Q1 		$13.3M Sell
101,012
-77,652
-43% -$9.74M 0.04% 257
2023
Q4 		$22.3M Buy
178,664
+1,955
+1% +$230K 0.07% 179
2023
Q3 		$20.3M Buy
176,709
+60,618
+52% +$7.4M 0.08% 160
2023
Q2 		$14.2M Sell
116,091
-15,455
-12% -$1.89M 0.06% 219
2023
Q1 		$16.3M Buy
131,546
+26,467
+25% +$3.33M 0.07% 190
2022
Q4 		$13.1M Buy
105,079
+7,083
+7% +$875K 0.07% 217
2022
Q3 		$10.9M Sell
97,996
-2,103
-2% -$259K 0.06% 213
2022
Q2 		$11.9M Sell
100,099
-29,570
-23% -$3.69M 0.07% 195
2022
Q1 		$16.6M Sell
129,669
-24,861
-16% -$3.14M 0.1% 155
2021
Q4 		$20M Buy
154,530
+28,697
+23% +$3.57M 0.12% 133
2021
Q3 		$14.8M Buy
125,833
+8,845
+8% +$1.08M 0.1% 163
2021
Q2 		$14.3M Buy
116,988
+6,088
+5% +$752K 0.11% 145
2021
Q1 		$13.1M Buy
110,900
+44,106
+66% +$4.94M 0.12% 139
2020
Q4 		$7.08M Buy
66,794
+55,055
+469% +$5.57M 0.09% 173
2020
Q3 		$1.08M Buy
11,739
+621
+6% +$58.6K 0.02% 531
2020
Q2 		$1.01M Buy
11,118
+377
+4% +$33.1K 0.02% 478
2020
Q1 		$858K Sell
10,741
-2,246
-17% -$222K 0.02% 518
2019
Q4 		$1.4M Buy
12,987
+1,269
+11% +$133K 0.03% 431
2019
Q3 		$1.2M Sell
11,718
-247
-2% -$24.9K 0.03% 428
2019
Q2 		$1.21M Buy
11,965
+1,949
+19% +$195K 0.03% 414
2019
Q1 		$996K Buy
+10,016
New +$963K 0.04% 416

Other funds holding SDY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street SPDR S&P Dividend ETF (SDY) stake by 18% in Q1 2026, buying an estimated $2.99M and bringing the position to 130,628 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #332.

Mercer Global Advisors first reported a position in SDY in Q1 2019 and has held it in 29 quarters since. The position peaked at $22.3M in Q4 2023. 1,232 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

  • Mercer Global Advisors held 130,628 shares of State Street SPDR S&P Dividend ETF worth $19.1M as of Q1 2026.
  • Mercer Global Advisors bought 20,095 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $2.99M.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Mercer Global Advisors's portfolio in Q1 2026, its #332 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's State Street SPDR S&P Dividend ETF position peaked at $22.3M in Q4 2023.
  • 1,232 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

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