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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Mason Investment Advisory Services's XLE Position: Q1 2026 in Review

Mason Investment Advisory Services reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 13% in Q1 2026, selling an estimated $41K and leaving 5,317 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #59.

Mason Investment Advisory Services first reported a position in XLE in Q1 2019 and has held it in 15 quarters since. The position peaked at $698K in Q1 2020. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Mason Investment Advisory Services held 5,317 shares of State Street Energy Select Sector SPDR ETF worth $326K as of Q1 2026.
Mason Investment Advisory Services sold 764 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $41K.
State Street Energy Select Sector SPDR ETF made up 0.02% of Mason Investment Advisory Services's portfolio in Q1 2026, its #59 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 15 quarters since.
Mason Investment Advisory Services's State Street Energy Select Sector SPDR ETF position peaked at $698K in Q1 2020.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.