Mercer Global Advisors
SPYC icon

Mercer Global Advisors’s Simplify US Equity PLUS Convexity ETF SPYC Stock Holding History

Mercer Global Advisors’s Portfolio SPYC Stock Details SPYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Sell
7,309
-3,232
-31% -$143K ﹤0.01% 2687
2026
Q1 		$416K Sell
10,541
-5,329
-34% -$224K ﹤0.01% 2128
2025
Q4 		$678K Sell
15,870
-3,262
-17% -$140K ﹤0.01% 1671
2025
Q3 		$820K Sell
19,132
-2,686
-12% -$112K ﹤0.01% 1488
2025
Q2 		$902K Sell
21,818
-42,248
-66% -$1.6M ﹤0.01% 1268
2025
Q1 		$2.21M Buy
+64,066
New +$2.39M 0.01% 809

Other funds holding SPYC

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
E
EntreWealth Austin, Texas $270M AUM 17.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Mercer Global Advisors's SPYC Position: Q2 2026 in Review

Mercer Global Advisors reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 31% in Q2 2026, selling an estimated $143K and leaving 7,309 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Mercer Global Advisors first reported a position in SPYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.21M in Q1 2025. 37 funds tracked by Wall St. Rank hold SPYC as of Q2 2026.

  • Mercer Global Advisors held 7,309 shares of Simplify US Equity PLUS Convexity ETF worth $334K as of Q2 2026.
  • Mercer Global Advisors sold 3,232 Simplify US Equity PLUS Convexity ETF shares in Q2 2026, an estimated $143K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2687 holding.
  • Mercer Global Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2025 and has held it in 6 quarters since.
  • Mercer Global Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $2.21M in Q1 2025.
  • 37 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.