Betterment LLC Utilities Sector Spdr Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 5,305 shares of XLU stock, worth $418,405. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,305

Previous 5,600 5.27%

Holding current value

$418,405

Previous $452,000 11.28%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$74.89 - $82.93 $22,092 - $24,464	-295 Reduced 5.27%	5,305 $401,000
Q3 2024 Nov 14, 2024	SELL	$67.67 - $80.78 $4,330 - $5,169	-64 Reduced 1.13%	5,600 $452,000
Q2 2024 Aug 14, 2024	BUY	$62.77 - $72.87 $69,298 - $80,448	1,104 Added 24.21%	5,664 $386,000
Q1 2024 May 10, 2024	BUY	$59.95 - $65.65 $19,064 - $20,876	318 Added 7.5%	4,560 $299,000
Q4 2023 Feb 09, 2024	BUY	$56.19 - $65.96 $27,364 - $32,122	487 Added 12.97%	4,242 $268,000
Q3 2023 Nov 09, 2023	BUY	$58.83 - $68.46 $9,059 - $10,542	154 Added 4.28%	3,755 $221,000
Q2 2023 Aug 07, 2023	BUY	$64.34 - $69.97 $231,688 - $251,961	3,601 New	3,601 $236,000
Q2 2022 Aug 10, 2022	BUY	$64.87 - $76.96 $956,702 - $1.14 Million	14,748 New	14,748 $1.03 Million

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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