Betterment LLC Energy Sector Spdr Transaction History

Betterment LLC

$37.2 Billion
Q1 2024

A detailed history of Betterment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 12,355 shares of XLE stock, worth $1.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,355

Previous 12,024 2.75%

Holding current value

$1.13 Million

Previous $1.01 Million 15.67%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $207,526 - $236,140	2,510 Added 33.66%	9,967 $872,000
Q2 2022 Aug 10, 2022	BUY	N/A	1,880 Added 33.71%	7,457 $533,000
Q1 2022 May 16, 2022	BUY	N/A	1,923 Added 52.63%	5,577 $426,000
Q4 2021 Feb 15, 2022	BUY	N/A	3,654 New	3,654 $203,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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