Betterment LLC’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
7,952
-2,273
| -22% | -$186K | ﹤0.01% | 322 |
|
|
2025
Q1 | $806K | Buy |
10,225
+4,920
| +93% | +$388K | ﹤0.01% | 283 |
|
|
2024
Q4 | $402K | Sell |
5,305
-295
| -5% | -$22.4K | ﹤0.01% | 353 |
|
|
2024
Q3 | $452K | Sell |
5,600
-64
| -1% | -$5.17K | ﹤0.01% | 321 |
|
|
2024
Q2 | $386K | Buy |
5,664
+1,104
| +24% | +$75.2K | ﹤0.01% | 316 |
|
|
2024
Q1 | $299K | Buy |
4,560
+318
| +7% | +$20.9K | ﹤0.01% | 311 |
|
|
2023
Q4 | $269K | Buy |
4,242
+487
| +13% | +$30.9K | ﹤0.01% | 289 |
|
|
2023
Q3 | $221K | Buy |
3,755
+154
| +4% | +$9.06K | ﹤0.01% | 292 |
|
|
2023
Q2 | $236K | Buy |
+3,601
| New | +$236K | ﹤0.01% | 267 |
|
|
2022
Q4 | – | Sell |
-14,748
| Closed | -$1.03M | – | 258 |
|
|
2022
Q3 | $1.03M | Hold |
14,748
| – | – | ﹤0.01% | 143 |
|
|
2022
Q2 | $1.03M | Buy |
+14,748
| New | +$1.03M | ﹤0.01% | 143 |
|