Betterment LLC
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Betterment LLC’s SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$263K Sell
11,070
-4,834
-30% -$115K ﹤0.01% 453
2025
Q1
$372K Sell
15,904
-6,432
-29% -$150K ﹤0.01% 374
2024
Q4
$524K Buy
22,336
+2,314
+12% +$54.3K ﹤0.01% 319
2024
Q3
$482K Buy
20,022
+735
+4% +$17.7K ﹤0.01% 313
2024
Q2
$448K Sell
19,287
-19,366
-50% -$450K ﹤0.01% 296
2024
Q1
$907K Buy
+38,653
New +$907K ﹤0.01% 209