Energy Select Sector SPDR shares owned by Betterment
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $735k | 8.2k | 89.33 |
| 2025-06-30 | $696k | 8.2k | 84.79 |
| 2025-03-31 | $757k | 8.1k | 93.45 |
| 2024-12-31 | $639k | 7.5k | 85.66 |
| 2024-09-30 | $661k | 7.5k | 87.82 |
| 2024-06-30 | $1.2M | 13k | 91.16 |
| 2024-03-31 | $1.2M | 12k | 94.37 |
| 2023-12-31 | $1.0M | 12k | 83.83 |
| 2023-09-30 | $1.1M | 12k | 90.35 |
| 2023-06-30 | $871k | 11k | 81.16 |
| 2023-03-31 | $836k | 10k | 82.81 |
| 2022-12-31 | $872k | 10k | 87.49 |
| 2022-09-30 | $533k | 7.5k | 71.48 |
| 2022-06-30 | $533k | 7.5k | 71.48 |
| 2022-03-31 | $426k | 5.6k | 76.39 |
| 2021-12-31 | $203k | 3.7k | 55.56 |