XLE SELECT SECTOR SPDR TR

Ownership history in MRA Advisory Group  ·  19 quarters on record

This page tracks every 13F SEC filing in which MRA Advisory Group reported a position in SELECT SECTOR SPDR TR (XLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.36% (2022 Q1)
Avg. % of fund
2.39%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 93,294 +57,094 +157.7% 1.75% $4.2M $44.71
2025 Q3 ADDED 36,200 +34,012 +1554.5% 1.41% $3.2M $44.29
2025 Q1 REDUCED 2,188 -531 -19.5% 0.11% $204K $45.57
2024 Q4 REDUCED 2,719 -1 -0.0% 0.12% $233K $41.45
2024 Q3 ADDED 2,720 +256 +10.4% 0.13% $239K $42.13
2024 Q2 REDUCED 2,464 -187 -7.1% 0.13% $225K $43.38
2024 Q1 REDUCED 2,651 -667 -20.1% 0.15% $250K $44.57
2023 Q4 REDUCED 3,318 -33,811 -91.1% 0.18% $278K $39.26
2023 Q3 REDUCED 37,129 -354 -0.9% 2.40% $3.4M $41.93
2023 Q2 REDUCED 37,483 -17,752 -32.1% 2.09% $3.0M $37.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLE price (monthly, adj. close)
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