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Mason & Associates (Virginia)’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mason & Associates (Virginia)’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,420
Closed -$256K – 90
2024
Q1 		$256K Buy
+5,420
New +$233K 0.2% 55

Other funds holding XLE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Mason & Associates (Virginia)'s XLE Position: Q2 2024 in Review

Mason & Associates (Virginia) sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q2 2024, closing a stake of 5,420 shares — an estimated $256K sold.

Mason & Associates (Virginia) first reported a position in XLE in Q1 2024 and held it in 1 quarter. The position peaked at $256K in Q1 2024. 1,806 funds tracked by Wall St. Rank hold XLE as of Q2 2024.

  • Mason & Associates (Virginia) reported no remaining State Street Energy Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 5,420 State Street Energy Select Sector SPDR ETF shares in Q2 2024, an estimated $256K.
  • Mason & Associates (Virginia) first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (Virginia)'s State Street Energy Select Sector SPDR ETF position peaked at $256K in Q1 2024.
  • 1,806 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2024.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2024, filed 16 Jul 2024.