Mercer Global Advisors
SPYV icon

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

Mercer Global Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.1M Buy
494,457
+33,402
+7% +$2M 0.04% 266
2026
Q1 		$26.1M Buy
461,055
+38,947
+9% +$2.26M 0.04% 267
2025
Q4 		$24M Sell
422,108
-12,158
-3% -$683K 0.04% 292
2025
Q3 		$24M Sell
434,266
-18,695
-4% -$1.01M 0.04% 263
2025
Q2 		$23.7M Sell
452,961
-63,130
-12% -$3.15M 0.05% 213
2025
Q1 		$26.4M Buy
516,091
+3,475
+0.7% +$180K 0.06% 177
2024
Q4 		$26.2M Buy
512,616
+17,189
+3% +$915K 0.06% 164
2024
Q3 		$26.1M Sell
495,427
-53,196
-10% -$2.71M 0.06% 170
2024
Q2 		$26.8M Sell
548,623
-235,559
-30% -$11.5M 0.07% 158
2024
Q1 		$39.3M Sell
784,182
-345,595
-31% -$16.5M 0.11% 124
2023
Q4 		$52.7M Sell
1,129,777
-76,732
-6% -$3.31M 0.16% 92
2023
Q3 		$49.8M Sell
1,206,509
-179,417
-13% -$7.77M 0.19% 79
2023
Q2 		$59.9M Sell
1,385,926
-34,360
-2% -$1.42M 0.24% 66
2023
Q1 		$57.8M Sell
1,420,286
-300,896
-17% -$12.2M 0.26% 60
2022
Q4 		$66.9M Buy
1,721,182
+15,462
+0.9% +$592K 0.34% 53
2022
Q3 		$58.8M Sell
1,705,720
-34,434
-2% -$1.31M 0.35% 49
2022
Q2 		$64.1M Sell
1,740,154
-165,445
-9% -$6.55M 0.39% 46
2022
Q1 		$79.6M Buy
1,905,599
+92,385
+5% +$3.81M 0.47% 40
2021
Q4 		$76.2M Buy
1,813,214
+15,513
+0.9% +$633K 0.47% 39
2021
Q3 		$70.1M Buy
1,797,701
+84,381
+5% +$3.37M 0.49% 38
2021
Q2 		$67.7M Sell
1,713,320
-194,003
-10% -$7.67M 0.52% 41
2021
Q1 		$72.3M Buy
1,907,323
+1,899,156
+23,254% +$68.7M 0.66% 29
2020
Q4 		$281K Sell
8,167
-2,182
-21% -$70.9K ﹤0.01% 1090
2020
Q3 		$313K Sell
10,349
-575
-5% -$17.5K ﹤0.01% 946
2020
Q2 		$317K Sell
10,924
-5,328
-33% -$152K 0.01% 832
2020
Q1 		$420K Sell
16,252
-3,011
-16% -$96.2K 0.01% 704
2019
Q4 		$672K Buy
19,263
+6,987
+57% +$233K 0.01% 633
2019
Q3 		$392K Sell
12,276
-3,979
-24% -$125K 0.01% 789
2019
Q2 		$508K Sell
16,255
-168
-1% -$5.17K 0.01% 674
2019
Q1 		$497K Buy
+16,423
New +$484K 0.02% 631

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 7.2% in Q2 2026, buying an estimated $2M and bringing the position to 494,457 shares worth $30.1M. The position accounts for 0.04% of the portfolio, ranked #266.

Mercer Global Advisors first reported a position in SPYV in Q1 2019 and has held it in 30 quarters since. The position peaked at $79.6M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Mercer Global Advisors held 494,457 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.1M as of Q2 2026.
  • Mercer Global Advisors bought 33,402 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $2M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #266 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $79.6M in Q1 2022.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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