Betterment LLC’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Sell |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $806K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.03M | Hold |
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|
2022
Q2 | $1.03M | Buy |
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