Betterment LLC’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $735K | Buy |
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|
2025
Q2 | $696K | Buy |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $639K | Sell |
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|
2024
Q3 | $661K | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $871K | Buy |
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|
2023
Q1 | $836K | Buy |
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|
2022
Q4 | $872K | Buy |
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|
2022
Q3 | $533K | Hold |
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|
2022
Q2 | $533K | Buy |
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|
2022
Q1 | $426K | Buy |
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|
2021
Q4 | $203K | Buy |
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