Betterment LLC’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,169
| Closed | -$284K | – | 507 |
|
|
2025
Q1 | $284K | Sell |
2,169
-36
| -2% | -$4.71K | ﹤0.01% | 408 |
|
|
2024
Q4 | $291K | Buy |
2,205
+37
| +2% | +$4.88K | ﹤0.01% | 391 |
|
|
2024
Q3 | $294K | Buy |
2,168
+87
| +4% | +$11.8K | ﹤0.01% | 373 |
|
|
2024
Q2 | $254K | Buy |
2,081
+50
| +2% | +$6.1K | ﹤0.01% | 361 |
|
|
2024
Q1 | $256K | Sell |
2,031
-55
| -3% | -$6.93K | ﹤0.01% | 330 |
|
|
2023
Q4 | $238K | Buy |
+2,086
| New | +$238K | ﹤0.01% | 298 |
|