Betterment LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Betterment LLC's XLU Position: Q2 2026 in Review
Betterment LLC increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 17% in Q2 2026, buying an estimated $163K and bringing the position to 25,035 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #328.
Betterment LLC first reported a position in XLU in Q2 2022 and has held it in 15 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Betterment LLC held 25,035 shares of State Street Utilities Select Sector SPDR ETF worth $1.14M as of Q2 2026.
- Betterment LLC bought 3,607 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $163K.
- State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #328 holding.
- Betterment LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2022 and has held it in 15 quarters since.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.