A detailed history of Betterment LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 9,786 shares of XLF stock, worth $513,275. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,786
Previous 9,036 8.3%
Holding current value
$513,275
Previous $473,000 11.42%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$51.37 - $54.25 $38,527 - $40,687
750 Added 8.3%
9,786 $527,000
Q2 2025

Aug 14, 2025

SELL
$43.92 - $52.37 $62,981 - $75,098
-1,434 Reduced 13.7%
9,036 $473,000
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

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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