State Street
BETR icon

State Street’s Better Home & Finance Holding BETR Stock Holding History

State Street’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.39M Buy
123,376
+6,779
+6% +$217K ﹤0.01% 3011
2025
Q4 		$3.8M Buy
116,597
+14,540
+14% +$786K ﹤0.01% 3110
2025
Q3 		$5.73M Buy
102,057
+64,575
+172% +$1.43M ﹤0.01% 2945
2025
Q2 		$464K Buy
37,482
+19,556
+109% +$253K ﹤0.01% 3628
2025
Q1 		$196K Hold
17,926
– – ﹤0.01% 3831
2024
Q4 		$160K Buy
17,926
+1,700
+10% +$23.3K ﹤0.01% 3899
2024
Q3 		$289K Hold
16,226
– – ﹤0.01% 3732
2024
Q2 		$372K Buy
16,226
+452
+3% +$9.09K ﹤0.01% 3634
2024
Q1 		$392K Buy
15,774
+15,514
+5,967% +$435K ﹤0.01% 3708
2023
Q4 		$10.6K Buy
+260
New +$6.23K ﹤0.01% 4392
2022
Q3 		– Sell
-4,556
Closed -$2.23M – 4934
2022
Q2 		$2.23M Buy
4,556
+2,076
+84% +$1.02M ﹤0.01% 3441
2022
Q1 		$1.22M Sell
2,480
-868
-26% -$428K ﹤0.01% 3742
2021
Q4 		$1.66M Buy
+3,348
New +$1.66M ﹤0.01% 3691

Other funds holding BETR

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return