Mercer Global Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Mercer Global Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324M	Sell	505,779 -30,216	-6%	-$20.5M	0.48%	33
2025 Q4	$365M	Buy	535,995 +46,459	+9%	+$31.4M	0.56%	31
2025 Q3	$321M	Buy	+489,536	New	+$314M	0.54%	30
2025 Q2	–	Sell	-457,130	Closed	-$261M	–	2367
2025 Q1	$251M	Buy	457,130 +1,969	+0.4%	+$1.16M	0.58%	30
2024 Q4	$265M	Sell	455,161 -1,057,837	-70%	-$623M	0.65%	29
2024 Q3	$861M	Buy	1,512,998 +10,873	+0.7%	+$6.01M	2.01%	11
2024 Q2	$808M	Buy	1,502,125 +837,785	+126%	+$438M	2.2%	11
2024 Q1	$348M	Sell	664,340 -495,850	-43%	-$247M	0.99%	21
2023 Q4	$551M	Buy	1,160,190 +765,513	+194%	+$341M	1.66%	13
2023 Q3	$169M	Sell	394,677 -12,554	-3%	-$5.58M	0.64%	36
2023 Q2	$181M	Sell	407,231 -14,672	-3%	-$6.16M	0.72%	32
2023 Q1	$172M	Sell	421,903 -52,960	-11%	-$21.1M	0.78%	28
2022 Q4	$182M	Buy	474,863 +878	+0.2%	+$337K	0.91%	25
2022 Q3	$169M	Sell	473,985 -25,390	-5%	-$10.1M	1%	24
2022 Q2	$188M	Buy	499,375 +19,951	+4%	+$8.17M	1.15%	20
2022 Q1	$217M	Sell	479,424 -1,544	-0.3%	-$687K	1.28%	19
2021 Q4	$228M	Buy	480,968 +4,300	+0.9%	+$1.97M	1.41%	17
2021 Q3	$205M	Buy	476,668 +28,632	+6%	+$12.6M	1.43%	15
2021 Q2	$192M	Buy	448,036 +12,494	+3%	+$5.22M	1.48%	15
2021 Q1	$173M	Buy	435,542 +231,346	+113%	+$89.2M	1.57%	14
2020 Q4	$76.3M	Buy	204,196 +37,785	+23%	+$13.4M	0.95%	22
2020 Q3	$55.7M	Buy	166,411 +101,133	+155%	+$33.5M	0.84%	23
2020 Q2	$20.1M	Sell	65,278 -94,375	-59%	-$27.6M	0.37%	47
2020 Q1	$41.2M	Sell	159,653 -1,714	-1%	-$523K	0.91%	23
2019 Q4	$51.9M	Buy	161,367 +94,330	+141%	+$29M	1.04%	22
2019 Q3	$19.9M	Buy	67,037 +1,841	+3%	+$544K	0.47%	46
2019 Q2	$19.1M	Sell	65,196 -1,549	-2%	-$446K	0.51%	41
2019 Q1	$18.9M	Buy	+66,745	New	+$18.1M	0.68%	30

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Mercer Global Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.6% in Q1 2026, selling an estimated $20.5M and leaving 505,779 shares worth $324M. The position accounts for 0.48% of the portfolio, ranked #33.

Mercer Global Advisors first reported a position in SPY in Q1 2019 and has held it in 28 quarters since. The position peaked at $861M in Q3 2024. 4,558 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Mercer Global Advisors held 505,779 shares of State Street SPDR S&P 500 ETF Trust worth $324M as of Q1 2026.
Mercer Global Advisors sold 30,216 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $20.5M.
State Street SPDR S&P 500 ETF Trust made up 0.48% of Mercer Global Advisors's portfolio in Q1 2026, its #33 holding.
Mercer Global Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 28 quarters since.
Mercer Global Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $861M in Q3 2024.
4,558 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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