Betterment LLC Energy Sector Spdr Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 7,460 shares of XLE stock, worth $678,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,460

Previous 7,527 0.89%

Holding current value

$678,860

Previous $660,000 3.18%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$83.32 - $97.27 $5,582 - $6,517	-67 Reduced 0.89%	7,460 $639,000
Q3 2024 Nov 14, 2024	SELL	$84.35 - $93.39 $430,100 - $476,195	-5,099 Reduced 40.38%	7,527 $660,000
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $23,858 - $26,579	271 Added 2.19%	12,626 $1.15 Million
Q1 2024 May 10, 2024	BUY	$79.91 - $94.41 $26,450 - $31,249	331 Added 2.75%	12,355 $1.17 Million
Q4 2023 Feb 09, 2024	SELL	$81.2 - $91.96 $16,727 - $18,943	-206 Reduced 1.68%	12,024 $1.01 Million
Q3 2023 Nov 09, 2023	BUY	$79.09 - $93.36 $118,476 - $139,853	1,498 Added 13.96%	12,230 $1.11 Million
Q2 2023 Aug 07, 2023	BUY	$76.59 - $87.23 $48,711 - $55,478	636 Added 6.3%	10,732 $871,000
Q1 2023 May 15, 2023	BUY	$76.97 - $93.11 $9,929 - $12,011	129 Added 1.29%	10,096 $836,000
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $190,985 - $236,140	2,510 Added 33.66%	9,967 $872,000
Q2 2022 Aug 10, 2022	BUY	$70.66 - $92.28 $132,840 - $173,486	1,880 Added 33.71%	7,457 $533,000
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $110,034 - $151,436	1,923 Added 52.63%	5,577 $426,000
Q4 2021 Feb 15, 2022	BUY	$53.01 - $59.14 $193,698 - $216,097	3,654 New	3,654 $203,000

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.

Account