Betterment LLC’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Buy |
6,025
+520
| +9% | +$70.1K | ﹤0.01% | 290 |
|
|
2025
Q1 | $804K | Buy |
5,505
+3,060
| +125% | +$447K | ﹤0.01% | 284 |
|
|
2024
Q4 | $336K | Buy |
2,445
+120
| +5% | +$16.5K | ﹤0.01% | 369 |
|
|
2024
Q3 | $358K | Buy |
2,325
+8
| +0.3% | +$1.23K | ﹤0.01% | 346 |
|
|
2024
Q2 | $338K | Buy |
2,317
+4
| +0.2% | +$584 | ﹤0.01% | 330 |
|
|
2024
Q1 | $342K | Sell |
2,313
-8
| -0.3% | -$1.18K | ﹤0.01% | 297 |
|
|
2023
Q4 | $317K | Sell |
2,321
-255
| -10% | -$34.8K | ﹤0.01% | 269 |
|
|
2023
Q3 | $332K | Buy |
+2,576
| New | +$332K | ﹤0.01% | 254 |
|
|
2022
Q4 | – | Sell |
-4,970
| Closed | -$637K | – | 259 |
|
|
2022
Q3 | $637K | Hold |
4,970
| – | – | ﹤0.01% | 166 |
|
|
2022
Q2 | $637K | Buy |
+4,970
| New | +$637K | ﹤0.01% | 166 |
|