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 Q2	$17.5M	Buy	23,386 +1,306	+6%	+$947K	0.03%	109
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Betterment LLC's SPY Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5.9% in Q2 2026, buying an estimated $947K and bringing the position to 23,386 shares worth $17.5M. The position accounts for 0.03% of the portfolio, ranked #109.

Betterment LLC first reported a position in SPY in Q2 2019 and has held it in 29 quarters since. 4,646 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Betterment LLC held 23,386 shares of State Street SPDR S&P 500 ETF Trust worth $17.5M as of Q2 2026.
Betterment LLC bought 1,306 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $947K.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Betterment LLC's portfolio in Q2 2026, its #109 holding.
Betterment LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2019 and has held it in 29 quarters since.
4,646 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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