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 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