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MERCER GLOBAL ADVISORS INC /ADV: XLE position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 932,699 XLE 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 932,699 shares
    Change vs previous 13F -22,275 shares

    0.06% of the 13F portfolio, value $49,535,666.

    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 954,974 shares
    Change vs previous 13F +62,899 shares

    0.09% of the 13F portfolio, value $58,501,698.

    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 892,075 shares
    Change vs previous 13F +463,068 shares

    0.06% of the 13F portfolio, value $38,831,104.

    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 429,007 shares
    Change vs previous 13F +192,878 shares

    0.06% of the 13F portfolio, value $38,327,290.

    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 236,129 shares
    Change vs previous 13F +41,903 shares

    0.04% of the 13F portfolio, value $20,026,339.

    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 194,226 shares
    Change vs previous 13F +13,861 shares

    0.04% of the 13F portfolio, value $18,145,727.

    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 180,365 shares
    Change vs previous 13F -115,177 shares

    0.04% of the 13F portfolio, value $15,450,091.

    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 295,542 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $26,430,531.

    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).