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MERCER GLOBAL ADVISORS INC /ADV: XLP position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 310,117 XLP 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 310,117 shares
    Change vs previous 13F +61,378 shares

    0.03% of the 13F portfolio, value $25,761,407.

    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 248,739 shares
    Change vs previous 13F +13,718 shares

    0.03% of the 13F portfolio, value $20,391,647.

    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 235,021 shares
    Change vs previous 13F -60,391 shares

    0.03% of the 13F portfolio, value $18,256,785.

    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 295,412 shares
    Change vs previous 13F +270,464 shares

    0.04% of the 13F portfolio, value $23,151,469.

    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 24,948 shares
    Change vs previous 13F +3,052 shares

    <0.01% of the 13F portfolio, value $2,020,029.

    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 21,896 shares
    Change vs previous 13F -3,672 shares

    <0.01% of the 13F portfolio, value $1,788,251.

    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 25,568 shares
    Change vs previous 13F -4,788 shares

    <0.01% of the 13F portfolio, value $2,009,936.

    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 30,356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,512,234.

    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).