Betterment LLC Energy Sector Spdr Transaction History

Betterment LLC

  • $41.6 Billion
  • Q3 2024

A detailed history of Betterment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 7,527 shares of XLE stock, worth $725,151. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,527
Previous 12,626 40.38%
Holding current value
$725,151
Previous $1.15 Million 42.66%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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