Betterment LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Betterment LLC’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	9,911 +1,436	+17%	+$214K	﹤0.01%	287
2026 Q1	$1.24M	Buy	8,475 +521	+7%	+$80.4K	﹤0.01%	296
2025 Q4	$1.23M	Buy	7,954 +1,206	+18%	+$181K	﹤0.01%	283
2025 Q3	$939K	Buy	6,748 +723	+12%	+$97.8K	﹤0.01%	293
2025 Q2	$812K	Buy	6,025 +520	+9%	+$70.2K	﹤0.01%	290
2025 Q1	$804K	Buy	5,505 +3,060	+125%	+$445K	﹤0.01%	284
2024 Q4	$336K	Buy	2,445 +120	+5%	+$17.6K	﹤0.01%	369
2024 Q3	$358K	Buy	2,325 +8	+0.3%	+$1.21K	﹤0.01%	346
2024 Q2	$338K	Buy	2,317 +4	+0.2%	+$574	﹤0.01%	330
2024 Q1	$342K	Sell	2,313 -8	-0.3%	-$1.15K	﹤0.01%	297
2023 Q4	$317K	Sell	2,321 -255	-10%	-$33.2K	﹤0.01%	269
2023 Q3	$332K	Buy	+2,576	New	+$342K	﹤0.01%	254
2022 Q4	–	Sell	-4,970	Closed	-$637K	–	259
2022 Q3	$637K	Hold	4,970	–	–	﹤0.01%	166
2022 Q2	$637K	Buy	+4,970	New	+$651K	﹤0.01%	166

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Betterment LLC's XLV Position: Q2 2026 in Review

Betterment LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q2 2026, buying an estimated $214K and bringing the position to 9,911 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Betterment LLC first reported a position in XLV in Q2 2022 and has held it in 14 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Betterment LLC held 9,911 shares of State Street Health Care Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Betterment LLC bought 1,436 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $214K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #287 holding.
Betterment LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 14 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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