Betterment LLC’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Betterment LLC’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$971K	Sell	8,902 -208	-2%	-$21.4K	﹤0.01%	353
2026 Q1	$862K	Buy	9,110 +56	+0.6%	+$5.41K	﹤0.01%	348
2025 Q4	$824K	Sell	9,054 -600	-6%	-$53.9K	﹤0.01%	323
2025 Q3	$856K	Sell	9,654 -24	-0.2%	-$2.04K	﹤0.01%	308
2025 Q2	$772K	Buy	9,678 +1,758	+22%	+$133K	﹤0.01%	299
2025 Q1	$621K	Sell	7,920 -657	-8%	-$55.7K	﹤0.01%	311
2024 Q4	$748K	Sell	8,577 -2,740	-24%	-$245K	﹤0.01%	280
2024 Q3	$983K	Sell	11,317 -563	-5%	-$47.1K	﹤0.01%	239
2024 Q2	$930K	Sell	11,880 -11,329	-49%	-$900K	﹤0.01%	227
2024 Q1	$1.93M	Sell	23,209 -80,524	-78%	-$6.46M	0.01%	152
2023 Q4	$8.64M	Sell	103,733 -8,866	-8%	-$656K	0.02%	77
2023 Q3	$8.15M	Sell	112,599 -34,553	-23%	-$2.67M	0.03%	74
2023 Q2	$11.4M	Sell	147,152 -10,992	-7%	-$818K	0.04%	64
2023 Q1	$12M	Buy	158,144 +53,482	+51%	+$4.25M	0.04%	60
2022 Q4	$7.77M	Sell	104,662 -35,371	-25%	-$2.65M	0.03%	69
2022 Q3	$10.1M	Hold	140,033	–	–	0.04%	64
2022 Q2	$10.1M	Buy	140,033 +57,533	+70%	+$4.49M	0.04%	64
2022 Q1	$6.88M	Buy	82,500 +3,247	+4%	+$269K	0.02%	77
2021 Q4	$6.71M	Sell	79,253 -35,501	-31%	-$3.03M	0.02%	75
2021 Q3	$9.4M	Buy	114,754 +15,920	+16%	+$1.31M	0.03%	61
2021 Q2	$8.47M	Sell	98,834 -28,104	-22%	-$2.39M	0.03%	61
2021 Q1	$10.4M	Sell	126,938 -75,211	-37%	-$5.8M	0.04%	48
2020 Q4	$13.4M	Sell	202,149 -89,302	-31%	-$5.31M	0.06%	42
2020 Q3	$14.6M	Sell	291,451 -41,836	-13%	-$2.15M	0.07%	37
2020 Q2	$16.4M	Sell	333,287 -114,463	-26%	-$5.24M	0.09%	35
2020 Q1	$18.3M	Buy	447,750 +381,397	+575%	+$21.6M	0.11%	33
2019 Q4	$4.36M	Sell	66,353 -7,193	-10%	-$455K	0.02%	51
2019 Q3	$4.46M	Hold	73,546	–	–	0.03%	49
2019 Q2	$4.46M	Buy	73,546 +28,227	+62%	+$1.71M	0.03%	49
2019 Q1	$2.73M	Buy	45,319 +16,203	+56%	+$977K	0.02%	63
2018 Q4	$1.57M	Buy	+29,116	New	+$1.77M	0.01%	71

Other funds holding SLYV

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Betterment LLC's SLYV Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.3% in Q2 2026, selling an estimated $21.4K and leaving 8,902 shares worth $971K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Betterment LLC first reported a position in SLYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $18.3M in Q1 2020. 616 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

Betterment LLC held 8,902 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $971K as of Q2 2026.
Betterment LLC sold 208 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $21.4K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #353 holding.
Betterment LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Betterment LLC's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $18.3M in Q1 2020.
616 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

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