Mercer Global Advisors
SPYM

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

Mercer Global Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.2M Sell
891,129
-279,392
-24% -$22.3M 0.1% 118
2025
Q4 		$93.9M Buy
1,170,521
+100,017
+9% +$7.95M 0.14% 94
2025
Q3 		$83.9M Buy
1,070,504
+846,141
+377% +$63.8M 0.14% 97
2025
Q2 		$16.3M Buy
224,363
+104,458
+87% +$7.02M 0.03% 288
2025
Q1 		$7.88M Sell
119,905
-797
-0.7% -$55.1K 0.02% 413
2024
Q4 		$8.32M Buy
120,702
+1,072
+0.9% +$74.3K 0.02% 399
2024
Q3 		$8M Sell
119,630
-19,624
-14% -$1.28M 0.02% 372
2024
Q2 		$8.91M Sell
139,254
-156,026
-53% -$9.61M 0.02% 327
2024
Q1 		$18.2M Buy
295,280
+246,909
+510% +$14.5M 0.05% 210
2023
Q4 		$2.7M Sell
48,371
-4,894
-9% -$256K 0.01% 641
2023
Q3 		$2.68M Sell
53,265
-18,764
-26% -$982K 0.01% 612
2023
Q2 		$3.75M Sell
72,029
-14,817
-17% -$731K 0.01% 526
2023
Q1 		$4.18M Sell
86,846
-188,931
-69% -$8.86M 0.02% 472
2022
Q4 		$12.4M Buy
275,777
+128,891
+88% +$5.83M 0.06% 231
2022
Q3 		$6.17M Sell
146,886
-5,473
-4% -$256K 0.04% 326
2022
Q2 		$6.76M Buy
152,359
+673
+0.4% +$32.4K 0.04% 290
2022
Q1 		$8.06M Sell
151,686
-1,828
-1% -$95.7K 0.05% 271
2021
Q4 		$8.57M Sell
153,514
-13,100
-8% -$707K 0.05% 260
2021
Q3 		$8.41M Buy
166,614
+19,647
+13% +$1.02M 0.06% 258
2021
Q2 		$7.4M Sell
146,967
-3,861
-3% -$189K 0.06% 260
2021
Q1 		$7.03M Buy
150,828
+113,047
+299% +$5.13M 0.06% 244
2020
Q4 		$1.66M Sell
37,781
-878
-2% -$36.6K 0.02% 471
2020
Q3 		$1.52M Buy
+38,659
New +$1.51M 0.02% 453
2020
Q1 		– Sell
-10,879
Closed -$411K – 1234
2019
Q4 		$411K Sell
10,879
-1,504
-12% -$54.4K 0.01% 795
2019
Q3 		$431K Sell
12,383
-6,578
-35% -$229K 0.01% 746
2019
Q2 		$655K Buy
18,961
+3,492
+23% +$118K 0.02% 595
2019
Q1 		$514K Buy
+15,469
New +$494K 0.02% 618

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 24% in Q1 2026, selling an estimated $22.3M and leaving 891,129 shares worth $68.2M. The position accounts for 0.1% of the portfolio, ranked #118.

Mercer Global Advisors first reported a position in SPYM in Q1 2019 and has held it in 27 quarters since. The position peaked at $93.9M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Mercer Global Advisors held 891,129 shares of State Street SPDR Portfolio S&P 500 ETF worth $68.2M as of Q1 2026.
  • Mercer Global Advisors sold 279,392 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $22.3M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.1% of Mercer Global Advisors's portfolio in Q1 2026, its #118 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $93.9M in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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