Mercer Global Advisors
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Mercer Global Advisors’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Mercer Global Advisors’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.25M Sell
253,049
-1,205,184
-83% -$34.7M 0.01% 621
2025
Q4 		$42.1M Buy
1,458,233
+34,476
+2% +$998K 0.06% 189
2025
Q3 		$41.1M Buy
+1,423,757
New +$40.9M 0.07% 168
2023
Q3 		– Sell
-15,383
Closed -$435K – 2054
2023
Q2 		$435K Buy
+15,383
New +$443K ﹤0.01% 1297
2023
Q1 		– Sell
-19,666
Closed -$555K – 2042
2022
Q4 		$555K Buy
19,666
+1,148
+6% +$32.4K ﹤0.01% 1148
2022
Q3 		$521K Buy
+18,518
New +$542K ﹤0.01% 1119

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $376B 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
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return