Mason Investment Advisory Services’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Mason Investment Advisory Services’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
2026 Q2	$1.4M	Buy	26,388 +21,071	+396%	+$1.2M	0.05%	27
2026 Q1	$326K	Sell	5,317 -764	-13%	-$41K	0.02%	59
2025 Q4	$272K	Sell	6,081 -2,669	-31%	-$119K	0.01%	68
2025 Q3	$391K	Buy	8,750 +828	+10%	+$36.3K	0.02%	56
2025 Q2	$336K	Buy	7,922 +2,670	+51%	+$111K	0.02%	58
2025 Q1	$245K	Sell	5,252 -1,416	-21%	-$63.8K	0.01%	71
2024 Q4	$286K	Buy	6,668 +36	+0.5%	+$1.64K	0.02%	60
2024 Q3	$291K	Buy	6,632 +1,426	+27%	+$63.7K	0.02%	58
2024 Q2	$237K	Buy	5,206 +22	+0.4%	+$1.02K	0.01%	65
2024 Q1	$245K	Hold	5,184	–	–	0.02%	58
2023 Q4	$217K	Sell	5,184 -10	-0.2%	-$428	0.02%	60
2023 Q3	$235K	Buy	+5,194	New	+$227K	0.02%	59
2022 Q1	–	Sell	-9,670	Closed	-$268K	–	105
2021 Q4	$268K	Buy	+9,670	New	+$273K	0.02%	89
2020 Q2	–	Sell	-48,010	Closed	-$698K	–	88
2020 Q1	$698K	Buy	+48,010	New	+$1.14M	0.12%	49
2019 Q3	–	Sell	-11,480	Closed	-$366K	–	87
2019 Q2	$366K	Buy	11,480 +18	+0.2%	+$576	0.06%	72
2019 Q1	$379K	Buy	+11,462	New	+$368K	0.1%	68

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mason Investment Advisory Services's XLE Position: Q2 2026 in Review

Mason Investment Advisory Services increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 396% in Q2 2026, buying an estimated $1.2M and bringing the position to 26,388 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #27.

Mason Investment Advisory Services first reported a position in XLE in Q1 2019 and has held it in 16 quarters since. 2,041 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Mason Investment Advisory Services held 26,388 shares of State Street Energy Select Sector SPDR ETF worth $1.4M as of Q2 2026.
Mason Investment Advisory Services bought 21,071 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $1.2M.
State Street Energy Select Sector SPDR ETF made up 0.05% of Mason Investment Advisory Services's portfolio in Q2 2026, its #27 holding.
Mason Investment Advisory Services first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2019 and has held it in 16 quarters since.
2,041 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.