Mason Investment Advisory Services, Inc. Energy Sector Spdr Transaction History

Mason Investment Advisory Services, Inc.

$1.83 Trillion
Q2 2025

A detailed history of Mason Investment Advisory Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 3,961 shares of XLE stock, worth $352,172. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,961

Previous 2,626 50.84%

Holding current value

$352,172

Previous $245 Million 36.9%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$76.44 - $94.13 $102,047 - $125,663	1,335 Added 50.84%	3,961 $336 Million
Q1 2025 May 01, 2025	SELL	$85.7 - $93.96 $60,675 - $66,523	-708 Reduced 21.24%	2,626 $245 Million
Q4 2024 Feb 06, 2025	BUY	$83.32 - $97.27 $1,499 - $1,750	18 Added 0.54%	3,334 $286 Million
Q3 2024 Nov 12, 2024	BUY	$84.35 - $93.39 $60,141 - $66,587	713 Added 27.39%	3,316 $291 Million
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $968 - $1,078	11 Added 0.42%	2,603 $237 Million
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $210,470 - $238,360	2,592 New	2,592 $217 Million
Q3 2023 Aug 08, 2024	BUY	$79.09 - $93.36 $395 - $466	5 Added 0.19%	2,597 $235 Million
Q4 2021 Aug 06, 2024	BUY	$53.01 - $59.14 $118,901 - $132,651	2,243 Added 86.54%	4,835 $268 Million
Q2 2020 Aug 05, 2024	SELL	$27.62 - $46.86 $663,018 - $1.12 Million	-24,005 Closed	0 $0
Q1 2020 Aug 05, 2024	BUY	$23.57 - $60.87 $504,704 - $1.3 Million	21,413 Added 826.12%	24,005 $698 Million
Q3 2019 Aug 02, 2024	SELL	$59.2 - $63.13 $339,808 - $362,366	-5,740 Closed	0 $0
Q2 2019 Aug 02, 2024	BUY	N/A	9 Added 0.16%	5,740 $366 Million
Q1 2019 Aug 02, 2024	BUY	N/A	3,139 Added 121.1%	5,731 $379 Million

Others Institutions Holding XLE

# of Institutions

2,115

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Mason Investment Advisory Services, Inc. Energy Sector Spdr Transaction History