Mercer Global Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
24,134
+604
| +3% | +$318K | 0.03% | 310 |
|
|
2025
Q1 | $12M | Buy |
23,530
+923
| +4% | +$469K | 0.03% | 322 |
|
|
2024
Q4 | $11.3M | Sell |
22,607
-196,879
| -90% | -$98.1M | 0.03% | 335 |
|
|
2024
Q3 | $112M | Buy |
219,486
+966
| +0.4% | +$495K | 0.26% | 60 |
|
|
2024
Q2 | $97.5M | Buy |
218,520
+5,366
| +3% | +$2.39M | 0.27% | 60 |
|
|
2024
Q1 | $90.7M | Buy |
213,154
+378
| +0.2% | +$161K | 0.26% | 64 |
|
|
2023
Q4 | $93.7M | Buy |
212,776
+196,336
| +1,194% | +$86.5M | 0.28% | 64 |
|
|
2023
Q3 | $6.01M | Sell |
16,440
-2,007
| -11% | -$733K | 0.02% | 383 |
|
|
2023
Q2 | $7.4M | Buy |
18,447
+1,626
| +10% | +$652K | 0.03% | 352 |
|
|
2023
Q1 | $5.8M | Buy |
16,821
+719
| +4% | +$248K | 0.03% | 393 |
|
|
2022
Q4 | $5.39M | Buy |
16,102
+1,213
| +8% | +$406K | 0.03% | 405 |
|
|
2022
Q3 | $4.55M | Sell |
14,889
-184
| -1% | -$56.2K | 0.03% | 400 |
|
|
2022
Q2 | $5.08M | Sell |
15,073
-390
| -3% | -$131K | 0.03% | 361 |
|
|
2022
Q1 | $6.34M | Buy |
15,463
+4,846
| +46% | +$1.99M | 0.04% | 323 |
|
|
2021
Q4 | $5.01M | Buy |
10,617
+551
| +5% | +$260K | 0.03% | 372 |
|
|
2021
Q3 | $4.28M | Sell |
10,066
-914
| -8% | -$388K | 0.03% | 391 |
|
|
2021
Q2 | $4.51M | Buy |
10,980
+4,003
| +57% | +$1.64M | 0.03% | 344 |
|
|
2021
Q1 | $2.46M | Sell |
6,977
-7,726
| -53% | -$2.73M | 0.02% | 462 |
|
|
2020
Q4 | $4.83M | Sell |
14,703
-3,011
| -17% | -$990K | 0.06% | 235 |
|
|
2020
Q3 | $6.39M | Buy |
17,714
+1,468
| +9% | +$529K | 0.1% | 163 |
|
|
2020
Q2 | $5.35M | Buy |
16,246
+4,962
| +44% | +$1.63M | 0.1% | 157 |
|
|
2020
Q1 | $2.77M | Sell |
11,284
-7,663
| -40% | -$1.88M | 0.06% | 254 |
|
|
2019
Q4 | $5.17M | Buy |
18,947
+302
| +2% | +$82.5K | 0.1% | 163 |
|
|
2019
Q3 | $4.57M | Sell |
18,645
-786
| -4% | -$193K | 0.11% | 161 |
|
|
2019
Q2 | $4.43M | Buy |
19,431
+99
| +0.5% | +$22.6K | 0.12% | 150 |
|
|
2019
Q1 | $4.07M | Buy |
+19,332
| New | +$4.07M | 0.15% | 128 |
|