Mercer Global Advisors
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Mercer Global Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Mercer Global Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.53M Buy
32,047
+2,999
+10% +$248K ﹤0.01% 1079
2025
Q4 		$2.4M Sell
29,048
-10,143
-26% -$829K ﹤0.01% 1021
2025
Q3 		$3.16M Buy
39,191
+15,736
+67% +$1.22M 0.01% 842
2025
Q2 		$1.76M Sell
23,455
-953
-4% -$66.1K ﹤0.01% 942
2025
Q1 		$1.66M Sell
24,408
-4,741
-16% -$339K ﹤0.01% 905
2024
Q4 		$2.08M Buy
29,149
+3,863
+15% +$278K 0.01% 814
2024
Q3 		$1.76M Sell
25,286
-2,948
-10% -$199K ﹤0.01% 809
2024
Q2 		$1.87M Sell
28,234
-12,295
-30% -$787K 0.01% 739
2024
Q1 		$2.6M Buy
40,529
+22,314
+123% +$1.36M 0.01% 651
2023
Q4 		$1.06M Sell
18,215
-1,328
-7% -$72.5K ﹤0.01% 946
2023
Q3 		$1.03M Sell
19,543
-15,326
-44% -$838K ﹤0.01% 934
2023
Q2 		$1.9M Buy
34,869
+5,832
+20% +$301K 0.01% 740
2023
Q1 		$1.46M Buy
29,037
+2,195
+8% +$108K 0.01% 780
2022
Q4 		$1.27M Buy
26,842
+17,739
+195% +$843K 0.01% 824
2022
Q3 		$402K Buy
9,103
+311
+4% +$15.2K ﹤0.01% 1239
2022
Q2 		$409K Sell
8,792
-13,260
-60% -$669K ﹤0.01% 1247
2022
Q1 		$1.23M Buy
22,052
+4,516
+26% +$248K 0.01% 812
2021
Q4 		$1.02M Buy
17,536
+9,993
+132% +$566K 0.01% 875
2021
Q3 		$400K Sell
7,543
-1,503
-17% -$81.8K ﹤0.01% 1285
2021
Q2 		$479K Buy
+9,046
New +$468K ﹤0.01% 1164

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 10% in Q1 2026, buying an estimated $248K and bringing the position to 32,047 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Mercer Global Advisors first reported a position in SPTM in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.16M in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Mercer Global Advisors held 32,047 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.53M as of Q1 2026.
  • Mercer Global Advisors bought 2,999 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $248K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1079 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
  • Mercer Global Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.16M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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