Mercer Global Advisors
SPSM icon

Mercer Global Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Mercer Global Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.9M Buy
80,797
+25,968
+47% +$1.29M 0.01% 871
2025
Q4 		$2.57M Sell
54,829
-1,348
-2% -$62.9K ﹤0.01% 988
2025
Q3 		$2.6M Sell
56,177
-2,439
-4% -$109K ﹤0.01% 930
2025
Q2 		$2.5M Sell
58,616
-6,592
-10% -$266K 0.01% 799
2025
Q1 		$2.66M Sell
65,208
-7,712
-11% -$340K 0.01% 740
2024
Q4 		$3.28M Sell
72,920
-129,520
-64% -$6.02M 0.01% 664
2024
Q3 		$9.08M Sell
202,440
-992
-0.5% -$43.6K 0.02% 344
2024
Q2 		$5.03M Buy
203,432
+74,676
+58% +$3.11M 0.01% 456
2024
Q1 		$5.54M Buy
128,756
+86,024
+201% +$3.56M 0.02% 438
2023
Q4 		$1.8M Buy
42,732
+179
+0.4% +$6.74K 0.01% 771
2023
Q3 		$1.57M Buy
42,553
+529
+1% +$20.6K 0.01% 781
2023
Q2 		$1.63M Buy
42,024
+34,439
+454% +$1.28M 0.01% 790
2023
Q1 		$286K Sell
7,585
-934
-11% -$36.5K ﹤0.01% 1543
2022
Q4 		$315K Buy
8,519
+2,126
+33% +$79.6K ﹤0.01% 1475
2022
Q3 		$218K Sell
6,393
-1,568
-20% -$59.4K ﹤0.01% 1587
2022
Q2 		$286K Sell
7,961
-5,197
-39% -$202K ﹤0.01% 1445
2022
Q1 		$554K Sell
13,158
-3,960
-23% -$167K ﹤0.01% 1181
2021
Q4 		$765K Sell
17,118
-5,001
-23% -$222K ﹤0.01% 1010
2021
Q3 		$942K Buy
22,119
+474
+2% +$20.3K 0.01% 884
2021
Q2 		$951K Sell
21,645
-19,045
-47% -$827K 0.01% 857
2021
Q1 		$1.72M Buy
+40,690
New +$1.66M 0.02% 580

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 47% in Q1 2026, buying an estimated $1.29M and bringing the position to 80,797 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #871.

Mercer Global Advisors first reported a position in SPSM in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.08M in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Mercer Global Advisors held 80,797 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $3.9M as of Q1 2026.
  • Mercer Global Advisors bought 25,968 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.29M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #871 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Mercer Global Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $9.08M in Q3 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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