Betterment LLC’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Betterment LLC’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$651K	Buy	4,112 +964	+31%	+$130K	﹤0.01%	428
2026 Q1	$402K	Buy	3,148 +1,181	+60%	+$147K	﹤0.01%	478
2025 Q4	$240K	Buy	+1,967	New	+$226K	﹤0.01%	524

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Betterment LLC's XBI Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR S&P Biotech ETF (XBI) stake by 31% in Q2 2026, buying an estimated $130K and bringing the position to 4,112 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Betterment LLC first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Betterment LLC held 4,112 shares of State Street SPDR S&P Biotech ETF worth $651K as of Q2 2026.
Betterment LLC bought 964 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $130K.
State Street SPDR S&P Biotech ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #428 holding.
Betterment LLC first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.