Betterment LLC’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Betterment LLC’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	6,149 +1,389	+29%	+$237K	﹤0.01%	324
2026 Q1	$633K	Buy	4,760 +1,049	+28%	+$148K	﹤0.01%	392
2025 Q4	$534K	Buy	3,711 +165	+5%	+$23.8K	﹤0.01%	389
2025 Q3	$500K	Sell	3,546 -92	-3%	-$12.2K	﹤0.01%	384
2025 Q2	$461K	Sell	3,638 -108	-3%	-$12K	﹤0.01%	371
2025 Q1	$387K	Buy	3,746 +40	+1%	+$4.54K	﹤0.01%	366
2024 Q4	$431K	Buy	3,706 +1,376	+59%	+$160K	﹤0.01%	347
2024 Q3	$263K	Buy	2,330 +140	+6%	+$15.4K	﹤0.01%	388
2024 Q2	$248K	Buy	+2,190	New	+$231K	﹤0.01%	366

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

Betterment LLC's XLK Position: Q2 2026 in Review

Betterment LLC increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 29% in Q2 2026, buying an estimated $237K and bringing the position to 6,149 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Betterment LLC first reported a position in XLK in Q2 2024 and has held it in 9 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Betterment LLC held 6,149 shares of State Street Technology Select Sector SPDR ETF worth $1.17M as of Q2 2026.
Betterment LLC bought 1,389 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
State Street Technology Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #324 holding.
Betterment LLC first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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