Betterment LLC
XLRE icon

Betterment LLC’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Betterment LLC’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
38,428
+6,192
+19% +$272K ﹤0.01% 273
2026
Q1 		$1.32M Buy
32,236
+9,552
+42% +$400K ﹤0.01% 286
2025
Q4 		$915K Buy
22,684
+2,183
+11% +$89.8K ﹤0.01% 312
2025
Q3 		$864K Buy
20,501
+2,299
+13% +$96.2K ﹤0.01% 307
2025
Q2 		$754K Buy
18,202
+7,200
+65% +$296K ﹤0.01% 302
2025
Q1 		$460K Buy
11,002
+3,366
+44% +$140K ﹤0.01% 343
2024
Q4 		$311K Buy
7,636
+2,127
+39% +$92K ﹤0.01% 382
2024
Q3 		$246K Buy
+5,509
New +$232K ﹤0.01% 400
2023
Q3 		– Sell
-5,825
Closed -$220K – 302
2023
Q2 		$220K Sell
5,825
-1,216
-17% -$44.9K ﹤0.01% 274
2023
Q1 		$263K Buy
7,041
+1,104
+19% +$42.4K ﹤0.01% 238
2022
Q4 		$219K Buy
+5,937
New +$219K ﹤0.01% 243
2020
Q1 		– Sell
-7,002
Closed -$271K – 122
2019
Q4 		$271K Sell
7,002
-1,868
-21% -$72.3K ﹤0.01% 107
2019
Q3 		$326K Hold
8,870
– – ﹤0.01% 100
2019
Q2 		$326K Sell
8,870
-929
-9% -$33.9K ﹤0.01% 100
2019
Q1 		$355K Sell
9,799
-4,097
-29% -$140K ﹤0.01% 95
2018
Q4 		$431K Buy
13,896
+6,853
+97% +$222K ﹤0.01% 87
2018
Q3 		$230K Buy
+7,043
New +$234K ﹤0.01% 94

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC's XLRE Position: Q2 2026 in Review

Betterment LLC increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 19% in Q2 2026, buying an estimated $272K and bringing the position to 38,428 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Betterment LLC first reported a position in XLRE in Q3 2018 and has held it in 17 quarters since. 798 funds tracked by Wall St. Rank hold XLRE as of Q2 2026.

  • Betterment LLC held 38,428 shares of State Street Real Estate Select Sector SPDR ETF worth $1.69M as of Q2 2026.
  • Betterment LLC bought 6,192 State Street Real Estate Select Sector SPDR ETF shares in Q2 2026, an estimated $272K.
  • State Street Real Estate Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #273 holding.
  • Betterment LLC first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2018 and has held it in 17 quarters since.
  • 798 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q2 2026.

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