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

Betterment LLC’s Portfolio SPHY Stock Details SPHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Buy	17,543 +1,794	+11%	+$42K	﹤0.01%	525
2026 Q1	$367K	Buy	15,749 +2,906	+23%	+$68.6K	﹤0.01%	500
2025 Q4	$304K	Buy	12,843 +974	+8%	+$23.1K	﹤0.01%	491
2025 Q3	$284K	Buy	11,869 +799	+7%	+$19K	﹤0.01%	468
2025 Q2	$263K	Sell	11,070 -4,834	-30%	-$112K	﹤0.01%	453
2025 Q1	$372K	Sell	15,904 -6,432	-29%	-$152K	﹤0.01%	374
2024 Q4	$524K	Buy	22,336 +2,314	+12%	+$54.9K	﹤0.01%	319
2024 Q3	$482K	Buy	20,022 +735	+4%	+$17.3K	﹤0.01%	313
2024 Q2	$448K	Sell	19,287 -19,366	-50%	-$449K	﹤0.01%	296
2024 Q1	$907K	Buy	+38,653	New	+$902K	﹤0.01%	209

Other funds holding SPHY

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

EMPI

Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Betterment LLC's SPHY Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 11% in Q2 2026, buying an estimated $42K and bringing the position to 17,543 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Betterment LLC first reported a position in SPHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $907K in Q1 2024. 555 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

Betterment LLC held 17,543 shares of State Street SPDR Portfolio High Yield Bond ETF worth $411K as of Q2 2026.
Betterment LLC bought 1,794 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $42K.
State Street SPDR Portfolio High Yield Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #525 holding.
Betterment LLC first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q1 2024 and has held it in 10 quarters since.
Betterment LLC's State Street SPDR Portfolio High Yield Bond ETF position peaked at $907K in Q1 2024.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

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