Mercer Global Advisors
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Mercer Global Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Mercer Global Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$896K Buy
15,138
+3,474
+30% +$211K ﹤0.01% 1626
2025
Q4 		$675K Buy
11,664
+2,768
+31% +$159K ﹤0.01% 1674
2025
Q3 		$509K Sell
8,896
-778
-8% -$43.8K ﹤0.01% 1746
2025
Q2 		$526K Buy
9,674
+86
+0.9% +$4.43K ﹤0.01% 1548
2025
Q1 		$491K Sell
9,588
-2,542
-21% -$139K ﹤0.01% 1484
2024
Q4 		$663K Sell
12,130
-62,230
-84% -$3.5M ﹤0.01% 1293
2024
Q3 		$4.04M Sell
74,360
-337
-0.5% -$17.8K 0.01% 558
2024
Q2 		$370K Buy
74,697
+69,527
+1,345% +$3.59M ﹤0.01% 1474
2024
Q1 		$276K Sell
5,170
-3,501
-40% -$174K ﹤0.01% 1613
2023
Q4 		$422K Sell
8,671
-1,049
-11% -$46.7K ﹤0.01% 1421
2023
Q3 		$426K Buy
9,720
+2,267
+30% +$104K ﹤0.01% 1330
2023
Q2 		$342K Buy
+7,453
New +$326K ﹤0.01% 1435
2021
Q3 		– Sell
-5,166
Closed -$244K – 1814
2021
Q2 		$244K Sell
5,166
-4,203
-45% -$199K ﹤0.01% 1471
2021
Q1 		$429K Buy
+9,369
New +$411K ﹤0.01% 1142
2020
Q1 		– Sell
-11,296
Closed -$409K – 1235
2019
Q4 		$409K Buy
+11,296
New +$394K 0.01% 797

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 30% in Q1 2026, buying an estimated $211K and bringing the position to 15,138 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Mercer Global Advisors first reported a position in SPMD in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.04M in Q3 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Mercer Global Advisors held 15,138 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $896K as of Q1 2026.
  • Mercer Global Advisors bought 3,474 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $211K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1626 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 15 quarters since.
  • Mercer Global Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.04M in Q3 2024.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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