Betterment LLC’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Betterment LLC’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.02M	Buy	18,952 +2,766	+17%	+$144K	﹤0.01%	341
2026 Q1	$799K	Buy	16,186 +3,066	+23%	+$160K	﹤0.01%	359
2025 Q4	$719K	Buy	13,120 +3,334	+34%	+$178K	﹤0.01%	348
2025 Q3	$527K	Buy	9,786 +750	+8%	+$39.7K	﹤0.01%	378
2025 Q2	$473K	Sell	9,036 -1,434	-14%	-$71K	﹤0.01%	364
2025 Q1	$522K	Buy	+10,470	New	+$525K	﹤0.01%	334

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's XLF Position: Q2 2026 in Review

Betterment LLC increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 17% in Q2 2026, buying an estimated $144K and bringing the position to 18,952 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Betterment LLC first reported a position in XLF in Q1 2025 and has held it in 6 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Betterment LLC held 18,952 shares of State Street Financial Select Sector SPDR ETF worth $1.02M as of Q2 2026.
Betterment LLC bought 2,766 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $144K.
State Street Financial Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #341 holding.
Betterment LLC first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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