Betterment LLC’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Betterment LLC’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Buy	24,169 +6,067	+34%	+$347K	﹤0.01%	315
2026 Q1	$1.11M	Buy	18,102 +2,199	+14%	+$118K	﹤0.01%	311
2025 Q4	$711K	Sell	15,903 -553	-3%	-$24.6K	﹤0.01%	349
2025 Q3	$735K	Buy	16,456 +38	+0.2%	+$1.66K	﹤0.01%	329
2025 Q2	$696K	Buy	16,418 +216	+1%	+$9K	﹤0.01%	315
2025 Q1	$757K	Buy	16,202 +1,282	+9%	+$57.8K	﹤0.01%	289
2024 Q4	$639K	Sell	14,920 -134	-0.9%	-$6.09K	﹤0.01%	296
2024 Q3	$661K	Sell	15,054 -10,198	-40%	-$456K	﹤0.01%	283
2024 Q2	$1.15M	Buy	25,252 +542	+2%	+$25.2K	﹤0.01%	206
2024 Q1	$1.17M	Buy	24,710 +662	+3%	+$28.4K	﹤0.01%	189
2023 Q4	$1.01M	Sell	24,048 -412	-2%	-$17.6K	﹤0.01%	178
2023 Q3	$1.1M	Buy	24,460 +2,996	+14%	+$131K	﹤0.01%	150
2023 Q2	$871K	Buy	21,464 +1,272	+6%	+$51.8K	﹤0.01%	161
2023 Q1	$836K	Buy	20,192 +258	+1%	+$11K	﹤0.01%	166
2022 Q4	$872K	Buy	19,934 +5,020	+34%	+$219K	﹤0.01%	157
2022 Q3	$533K	Hold	14,914	–	–	﹤0.01%	173
2022 Q2	$533K	Buy	14,914 +3,760	+34%	+$151K	﹤0.01%	173
2022 Q1	$426K	Buy	11,154 +3,846	+53%	+$133K	﹤0.01%	181
2021 Q4	$203K	Buy	+7,308	New	+$206K	﹤0.01%	202

Other funds holding XLE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Betterment LLC's XLE Position: Q2 2026 in Review

Betterment LLC increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 34% in Q2 2026, buying an estimated $347K and bringing the position to 24,169 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Betterment LLC first reported a position in XLE in Q4 2021 and has held it in 19 quarters since. 2,030 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Betterment LLC held 24,169 shares of State Street Energy Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Betterment LLC bought 6,067 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $347K.
State Street Energy Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #315 holding.
Betterment LLC first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
2,030 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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