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 3,316 shares of XLE stock, worth $278,709. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,316
Previous 2,603 27.39%
Holding current value
$278,709
Previous $237 Million 22.74%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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