Betterment LLC’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
9,678
+1,758
| +22% | +$140K | ﹤0.01% | 299 |
|
|
2025
Q1 | $621K | Sell |
7,920
-657
| -8% | -$51.5K | ﹤0.01% | 311 |
|
|
2024
Q4 | $748K | Sell |
8,577
-2,740
| -24% | -$239K | ﹤0.01% | 280 |
|
|
2024
Q3 | $983K | Sell |
11,317
-563
| -5% | -$48.9K | ﹤0.01% | 239 |
|
|
2024
Q2 | $930K | Sell |
11,880
-11,329
| -49% | -$887K | ﹤0.01% | 227 |
|
|
2024
Q1 | $1.93M | Sell |
23,209
-80,524
| -78% | -$6.68M | 0.01% | 152 |
|
|
2023
Q4 | $8.64M | Sell |
103,733
-8,866
| -8% | -$739K | 0.02% | 77 |
|
|
2023
Q3 | $8.15M | Sell |
112,599
-34,553
| -23% | -$2.5M | 0.03% | 74 |
|
|
2023
Q2 | $11.4M | Sell |
147,152
-10,992
| -7% | -$848K | 0.04% | 64 |
|
|
2023
Q1 | $12M | Buy |
158,144
+53,482
| +51% | +$4.07M | 0.04% | 60 |
|
|
2022
Q4 | $7.77M | Sell |
104,662
-35,371
| -25% | -$2.63M | 0.03% | 69 |
|
|
2022
Q3 | $10.1M | Hold |
140,033
| – | – | 0.04% | 64 |
|
|
2022
Q2 | $10.1M | Buy |
140,033
+57,533
| +70% | +$4.17M | 0.04% | 64 |
|
|
2022
Q1 | $6.88M | Buy |
82,500
+3,247
| +4% | +$271K | 0.02% | 77 |
|
|
2021
Q4 | $6.71M | Sell |
79,253
-35,501
| -31% | -$3.01M | 0.02% | 75 |
|
|
2021
Q3 | $9.41M | Buy |
114,754
+15,920
| +16% | +$1.3M | 0.03% | 61 |
|
|
2021
Q2 | $8.47M | Sell |
98,834
-28,104
| -22% | -$2.41M | 0.03% | 61 |
|
|
2021
Q1 | $10.4M | Sell |
126,938
-75,211
| -37% | -$6.17M | 0.04% | 48 |
|
|
2020
Q4 | $13.4M | Sell |
202,149
-89,302
| -31% | -$5.91M | 0.06% | 42 |
|
|
2020
Q3 | $14.6M | Sell |
291,451
-41,836
| -13% | -$2.1M | 0.07% | 37 |
|
|
2020
Q2 | $16.4M | Sell |
333,287
-114,463
| -26% | -$5.62M | 0.09% | 35 |
|
|
2020
Q1 | $18.3M | Buy |
447,750
+381,397
| +575% | +$15.6M | 0.11% | 33 |
|
|
2019
Q4 | $4.36M | Sell |
66,353
-7,193
| -10% | -$473K | 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 | +$1.57M | 0.01% | 71 |
|