A detailed history of Betterment LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 2,168 shares of XLI stock, worth $309,265. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,168
Previous 2,081 4.18%
Holding current value
$309,265
Previous $254,000 15.35%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$120.56 - $135.44 $10,488 - $11,783
87 Added 4.18%
2,168 $293,000
Q2 2024

Aug 14, 2024

BUY
$120.47 - $125.94 $6,023 - $6,297
50 Added 2.46%
2,081 $254,000
Q1 2024

May 10, 2024

SELL
$110.23 - $125.96 $6,062 - $6,927
-55 Reduced 2.64%
2,031 $255,000
Q4 2023

Feb 09, 2024

BUY
$96.44 - $114.13 $201,173 - $238,075
2,086 New
2,086 $237,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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