Betterment LLC Financial Sector Spdr Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 10,470 shares of XLF stock, worth $510,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,470

Holding current value

$510,517

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$47.32 - $52.19 $495,440 - $546,429	10,470 New	10,470 $522,000

Others Institutions Holding XLF

# of Institutions

2,106

Shares Held

792M

Call Options Held

180M

Put Options Held

245M

Jpmorgan Chase & CO New York, NY

150M
Shares

$7.31 Billion
0.59% of portfolio
Bank Of America Corp Charlotte, NC

95.7M
Shares

$4.67 Billion
0.39% of portfolio
Morgan Stanley New York, NY

56.9M
Shares

$2.78 Billion
0.21% of portfolio
Envestnet Asset Management Inc

23.2M
Shares

$1.13 Billion
0.39% of portfolio
Wells Fargo & Company San Francisco, CA

22.6M
Shares

$1.1 Billion
0.26% of portfolio

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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