Energy Select Sector SPDR shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $391k | 4.4k | 89.33 |
| 2025-06-30 | $336k | 4.0k | 84.81 |
| 2025-03-31 | $245k | 2.6k | 93.44 |
| 2024-12-31 | $286k | 3.3k | 85.66 |
| 2024-09-30 | $291k | 3.3k | 87.81 |
| 2024-06-30 | $237k | 2.6k | 91.14 |
| 2024-03-31 | $245k | 2.6k | 94.41 |
| 2023-09-30 | $235k | 2.6k | 90.39 |
| 2021-12-31 | $268k | 4.8k | 55.50 |
| 2020-03-31 | $698k | 24k | 29.06 |
| 2019-06-30 | $366k | 5.7k | 63.71 |
| 2019-03-31 | $379k | 5.7k | 66.13 |
More positions owned by Mason Investment Advisory Services
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