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
2025 Q3	–	Sell	-445,942	Closed	-$275M	–	2738
2025 Q2	$275M	Buy	+445,942	New	+$255M	0.56%	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.