Betterment LLC’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Betterment LLC’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$884K	Buy	4,772 +1,209	+34%	+$210K	﹤0.01%	377
2026 Q1	$576K	Buy	3,563 +1,574	+79%	+$264K	﹤0.01%	409
2025 Q4	$309K	Buy	+1,989	New	+$306K	﹤0.01%	487
2025 Q2	–	Sell	-2,169	Closed	-$284K	–	507
2025 Q1	$284K	Sell	2,169 -36	-2%	-$4.87K	﹤0.01%	408
2024 Q4	$291K	Buy	2,205 +37	+2%	+$5.1K	﹤0.01%	391
2024 Q3	$294K	Buy	2,168 +87	+4%	+$11.1K	﹤0.01%	373
2024 Q2	$254K	Buy	2,081 +50	+2%	+$6.16K	﹤0.01%	361
2024 Q1	$256K	Sell	2,031 -55	-3%	-$6.47K	﹤0.01%	330
2023 Q4	$238K	Buy	+2,086	New	+$219K	﹤0.01%	298

Other funds holding XLI

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Betterment LLC's XLI Position: Q2 2026 in Review

Betterment LLC increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 34% in Q2 2026, buying an estimated $210K and bringing the position to 4,772 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Betterment LLC first reported a position in XLI in Q4 2023 and has held it in 9 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Betterment LLC held 4,772 shares of State Street Industrial Select Sector SPDR ETF worth $884K as of Q2 2026.
Betterment LLC bought 1,209 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $210K.
State Street Industrial Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #377 holding.
Betterment LLC first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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