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MERCER GLOBAL ADVISORS INC /ADV: XLI position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 414,229 XLI 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 414,229 shares
    Change vs previous 13F +56,466 shares

    0.09% of the 13F portfolio, value $76,727,759.

    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 357,763 shares
    Change vs previous 13F +16,453 shares

    0.09% of the 13F portfolio, value $57,861,083.

    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 341,310 shares
    Change vs previous 13F -36,695 shares

    0.08% of the 13F portfolio, value $51,885,158.

    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 378,005 shares
    Change vs previous 13F +273,556 shares

    0.1% of the 13F portfolio, value $58,299,755.

    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 104,449 shares
    Change vs previous 13F -2,093 shares

    0.03% of the 13F portfolio, value $15,408,299.

    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 106,542 shares
    Change vs previous 13F -6,332 shares

    0.03% of the 13F portfolio, value $13,964,532.

    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 112,874 shares
    Change vs previous 13F -130,819 shares

    0.04% of the 13F portfolio, value $14,872,300.

    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 243,693 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $33,022,290.

    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).