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MERCER GLOBAL ADVISORS INC /ADV: XLY position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 401,248 XLY 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 401,248 shares
    Change vs previous 13F +19,122 shares

    0.06% of the 13F portfolio, value $47,058,336.

    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 382,126 shares
    Change vs previous 13F -69,943 shares

    0.06% of the 13F portfolio, value $41,644,104.

    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 452,069 shares
    Change vs previous 13F +197,229 shares

    0.08% of the 13F portfolio, value $53,981,617.

    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 254,840 shares
    Change vs previous 13F +226,908 shares

    0.1% of the 13F portfolio, value $61,069,803.

    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 27,932 shares
    Change vs previous 13F -3,264 shares

    0.01% of the 13F portfolio, value $6,070,300.

    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 31,196 shares
    Change vs previous 13F -3,391 shares

    0.01% of the 13F portfolio, value $6,159,958.

    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 34,587 shares
    Change vs previous 13F -3,698 shares

    0.02% of the 13F portfolio, value $7,759,624.

    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 38,285 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,650,868.

    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).