Betterment LLC’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
18,202
+7,200
| +65% | +$298K | ﹤0.01% | 302 |
|
|
2025
Q1 | $460K | Buy |
11,002
+3,366
| +44% | +$141K | ﹤0.01% | 343 |
|
|
2024
Q4 | $311K | Buy |
7,636
+2,127
| +39% | +$86.6K | ﹤0.01% | 382 |
|
|
2024
Q3 | $246K | Buy |
+5,509
| New | +$246K | ﹤0.01% | 400 |
|
|
2023
Q3 | – | Sell |
-5,825
| Closed | -$220K | – | 302 |
|
|
2023
Q2 | $220K | Sell |
5,825
-1,216
| -17% | -$45.9K | ﹤0.01% | 274 |
|
|
2023
Q1 | $263K | Buy |
7,041
+1,104
| +19% | +$41.2K | ﹤0.01% | 238 |
|
|
2022
Q4 | $219K | Buy |
+5,937
| New | +$219K | ﹤0.01% | 243 |
|
|
2020
Q1 | – | Sell |
-7,002
| Closed | -$271K | – | 122 |
|
|
2019
Q4 | $271K | Sell |
7,002
-1,868
| -21% | -$72.3K | ﹤0.01% | 107 |
|
|
2019
Q3 | $326K | Hold |
8,870
| – | – | ﹤0.01% | 100 |
|
|
2019
Q2 | $326K | Sell |
8,870
-929
| -9% | -$34.1K | ﹤0.01% | 100 |
|
|
2019
Q1 | $355K | Sell |
9,799
-4,097
| -29% | -$148K | ﹤0.01% | 95 |
|
|
2018
Q4 | $431K | Buy |
13,896
+6,853
| +97% | +$213K | ﹤0.01% | 87 |
|
|
2018
Q3 | $230K | Buy |
+7,043
| New | +$230K | ﹤0.01% | 94 |
|