Betterment LLC’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
8,209
+108
| +1% | +$9.16K | ﹤0.01% | 315 |
|
|
2025
Q1 | $757K | Buy |
8,101
+641
| +9% | +$59.9K | ﹤0.01% | 289 |
|
|
2024
Q4 | $639K | Sell |
7,460
-67
| -0.9% | -$5.74K | ﹤0.01% | 296 |
|
|
2024
Q3 | $661K | Sell |
7,527
-5,099
| -40% | -$448K | ﹤0.01% | 283 |
|
|
2024
Q2 | $1.15M | Buy |
12,626
+271
| +2% | +$24.7K | ﹤0.01% | 206 |
|
|
2024
Q1 | $1.17M | Buy |
12,355
+331
| +3% | +$31.2K | ﹤0.01% | 189 |
|
|
2023
Q4 | $1.01M | Sell |
12,024
-206
| -2% | -$17.3K | ﹤0.01% | 178 |
|
|
2023
Q3 | $1.11M | Buy |
12,230
+1,498
| +14% | +$135K | ﹤0.01% | 150 |
|
|
2023
Q2 | $871K | Buy |
10,732
+636
| +6% | +$51.6K | ﹤0.01% | 161 |
|
|
2023
Q1 | $836K | Buy |
10,096
+129
| +1% | +$10.7K | ﹤0.01% | 166 |
|
|
2022
Q4 | $872K | Buy |
9,967
+2,510
| +34% | +$220K | ﹤0.01% | 157 |
|
|
2022
Q3 | $533K | Hold |
7,457
| – | – | ﹤0.01% | 173 |
|
|
2022
Q2 | $533K | Buy |
7,457
+1,880
| +34% | +$134K | ﹤0.01% | 173 |
|
|
2022
Q1 | $426K | Buy |
5,577
+1,923
| +53% | +$147K | ﹤0.01% | 181 |
|
|
2021
Q4 | $203K | Buy |
+3,654
| New | +$203K | ﹤0.01% | 202 |
|