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
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 $12.5B AUM 18.49% 1-Year Est. Return
E
EntreWealth Austin, Texas $223M AUM 14.93% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

Mercer Global Advisors reduced its Simplify US Equity PLUS Convexity ETF (SPYC) stake by 34% in Q1 2026, selling an estimated $224K and leaving 10,541 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2128.

Mercer Global Advisors first reported a position in SPYC in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.21M in Q1 2025. 31 funds tracked by Wall St. Rank hold SPYC as of Q1 2026.

  • Mercer Global Advisors held 10,541 shares of Simplify US Equity PLUS Convexity ETF worth $416K as of Q1 2026.
  • Mercer Global Advisors sold 5,329 Simplify US Equity PLUS Convexity ETF shares in Q1 2026, an estimated $224K.
  • Simplify US Equity PLUS Convexity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2128 holding.
  • Mercer Global Advisors first reported a position in Simplify US Equity PLUS Convexity ETF in Q1 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's Simplify US Equity PLUS Convexity ETF position peaked at $2.21M in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Simplify US Equity PLUS Convexity ETF as of Q1 2026.

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