A detailed history of Betterment LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Betterment LLC holds 5,664 shares of XLU stock, worth $449,041. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,664
Previous 4,560 24.21%
Holding current value
$449,041
Previous $299,000 29.1%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$62.77 - $72.87 $69,298 - $80,448
1,104 Added 24.21%
5,664 $386,000
Q1 2024

May 10, 2024

BUY
$59.95 - $65.65 $19,064 - $20,876
318 Added 7.5%
4,560 $299,000
Q4 2023

Feb 09, 2024

BUY
$56.19 - $65.96 $27,364 - $32,122
487 Added 12.97%
4,242 $268,000
Q3 2023

Nov 09, 2023

BUY
$58.83 - $68.46 $9,059 - $10,542
154 Added 4.28%
3,755 $221,000
Q2 2023

Aug 07, 2023

BUY
$64.34 - $69.97 $231,688 - $251,961
3,601 New
3,601 $236,000
Q2 2022

Aug 10, 2022

BUY
$64.87 - $76.96 $956,702 - $1.14 Million
14,748 New
14,748 $1.03 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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