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MERCER GLOBAL ADVISORS INC /ADV: XLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on XLC, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 402,704 XLC shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 402,704 shares
    Change vs previous 13F +53,507 shares

    0.05% of the 13F portfolio, value $43,141,638.

    13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 349,197 shares
    Change vs previous 13F -295,557 shares

    0.06% of the 13F portfolio, value $38,711,944.

    13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 644,754 shares
    Change vs previous 13F +132,561 shares

    0.12% of the 13F portfolio, value $76,008,776.

    13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 512,193 shares
    Change vs previous 13F +481,749 shares

    0.1% of the 13F portfolio, value $60,628,308.

    13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,444 shares
    Change vs previous 13F -8,814 shares

    0.01% of the 13F portfolio, value $3,304,137.

    13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,258 shares
    Change vs previous 13F -9,134 shares

    0.01% of the 13F portfolio, value $3,786,383.

    13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 48,392 shares
    Change vs previous 13F -85,975 shares

    0.01% of the 13F portfolio, value $4,684,822.

    13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 134,367 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,155,855.

    13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).