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MERCER GLOBAL ADVISORS INC /ADV: XLU position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 400,695 XLU 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 400,695 shares
    Change vs previous 13F -40,276 shares

    0.02% of the 13F portfolio, value $18,167,522.

    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 440,971 shares
    Change vs previous 13F -144,189 shares

    0.03% of the 13F portfolio, value $20,236,157.

    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 585,160 shares
    Change vs previous 13F +313,304 shares

    0.04% of the 13F portfolio, value $25,000,186.

    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 271,856 shares
    Change vs previous 13F +215,658 shares

    0.04% of the 13F portfolio, value $23,708,800.

    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 56,198 shares
    Change vs previous 13F +4,122 shares

    0.01% of the 13F portfolio, value $4,588,652.

    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 52,076 shares
    Change vs previous 13F -96 shares

    0.01% of the 13F portfolio, value $4,104,636.

    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 52,172 shares
    Change vs previous 13F +21,343 shares

    0.01% of the 13F portfolio, value $3,948,912.

    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 30,829 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,506,047.

    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).