Mascoma Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Mascoma Wealth Management's XLE Position: Q2 2026 in Review
Mascoma Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 36% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,588 shares worth $84.3K. The position accounts for 0.02% of the portfolio, ranked #146.
Mascoma Wealth Management first reported a position in XLE in Q2 2022 and has held it in 9 quarters since. The position peaked at $269K in Q4 2024. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Mascoma Wealth Management held 1,588 shares of State Street Energy Select Sector SPDR ETF worth $84.3K as of Q2 2026.
- Mascoma Wealth Management bought 422 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $24.1K.
- State Street Energy Select Sector SPDR ETF made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #146 holding.
- Mascoma Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2022 and has held it in 9 quarters since.
- Mascoma Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $269K in Q4 2024.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.