Betterment LLC
SPY icon

Betterment LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Betterment LLC’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.4M Buy
22,080
+2,680
+14% +$1.82M 0.03% 118
2025
Q4 		$13.2M Buy
19,400
+2,813
+17% +$1.9M 0.03% 121
2025
Q3 		$11.1M Buy
16,587
+1,269
+8% +$813K 0.02% 122
2025
Q2 		$9.46M Buy
15,318
+861
+6% +$492K 0.02% 125
2025
Q1 		$8.09M Buy
14,457
+1,539
+12% +$905K 0.02% 125
2024
Q4 		$7.57M Sell
12,918
-61
-0.5% -$35.9K 0.02% 123
2024
Q3 		$7.45M Buy
12,979
+3,005
+30% +$1.66M 0.02% 118
2024
Q2 		$5.43M Buy
9,974
+3,893
+64% +$2.04M 0.01% 116
2024
Q1 		$3.18M Buy
6,081
+2,104
+53% +$1.05M 0.01% 123
2023
Q4 		$1.89M Buy
3,977
+888
+29% +$396K 0.01% 135
2023
Q3 		$1.32M Buy
3,089
+429
+16% +$191K ﹤0.01% 139
2023
Q2 		$1.18M Sell
2,660
-1,081
-29% -$454K ﹤0.01% 143
2023
Q1 		$1.53M Buy
3,741
+204
+6% +$81.4K 0.01% 131
2022
Q4 		$1.35M Buy
3,537
+2,237
+172% +$860K ﹤0.01% 134
2022
Q3 		$490K Hold
1,300
– – ﹤0.01% 177
2022
Q2 		$490K Sell
1,300
-151
-10% -$61.9K ﹤0.01% 177
2022
Q1 		$655K Buy
1,451
+194
+15% +$86.4K ﹤0.01% 161
2021
Q4 		$597K Sell
1,257
-1
-0.1% -$459 ﹤0.01% 152
2021
Q3 		$540K Buy
1,258
+22
+2% +$9.7K ﹤0.01% 151
2021
Q2 		$529K Buy
1,236
+278
+29% +$116K ﹤0.01% 140
2021
Q1 		$380K Sell
958
-1,176
-55% -$454K ﹤0.01% 121
2020
Q4 		$798K Buy
2,134
+199
+10% +$70.6K ﹤0.01% 101
2020
Q3 		$648K Sell
1,935
-26
-1% -$8.62K ﹤0.01% 90
2020
Q2 		$605K Buy
1,961
+48
+3% +$14.1K ﹤0.01% 89
2020
Q1 		$493K Sell
1,913
-175
-8% -$53.4K ﹤0.01% 91
2019
Q4 		$672K Buy
2,088
+132
+7% +$40.6K ﹤0.01% 86
2019
Q3 		$573K Hold
1,956
– – ﹤0.01% 88
2019
Q2 		$573K Buy
+1,956
New +$563K ﹤0.01% 88

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC's SPY Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 14% in Q1 2026, buying an estimated $1.82M and bringing the position to 22,080 shares worth $14.4M. The position accounts for 0.03% of the portfolio, ranked #118.

Betterment LLC first reported a position in SPY in Q2 2019 and has held it in 28 quarters since. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Betterment LLC held 22,080 shares of State Street SPDR S&P 500 ETF Trust worth $14.4M as of Q1 2026.
  • Betterment LLC bought 2,680 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.82M.
  • State Street SPDR S&P 500 ETF Trust made up 0.03% of Betterment LLC's portfolio in Q1 2026, its #118 holding.
  • Betterment LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 28 quarters since.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.