Betterment LLC’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Buy |
15,318
+861
| +6% | +$532K | 0.02% | 125 |
|
|
2025
Q1 | $8.09M | Buy |
14,457
+1,539
| +12% | +$861K | 0.02% | 125 |
|
|
2024
Q4 | $7.57M | Sell |
12,918
-61
| -0.5% | -$35.8K | 0.02% | 123 |
|
|
2024
Q3 | $7.45M | Buy |
12,979
+3,005
| +30% | +$1.72M | 0.02% | 118 |
|
|
2024
Q2 | $5.43M | Buy |
9,974
+3,893
| +64% | +$2.12M | 0.01% | 116 |
|
|
2024
Q1 | $3.18M | Buy |
6,081
+2,104
| +53% | +$1.1M | 0.01% | 123 |
|
|
2023
Q4 | $1.89M | Buy |
3,977
+888
| +29% | +$422K | 0.01% | 135 |
|
|
2023
Q3 | $1.32M | Buy |
3,089
+429
| +16% | +$183K | ﹤0.01% | 139 |
|
|
2023
Q2 | $1.18M | Sell |
2,660
-1,081
| -29% | -$479K | ﹤0.01% | 143 |
|
|
2023
Q1 | $1.53M | Buy |
3,741
+204
| +6% | +$83.5K | 0.01% | 131 |
|
|
2022
Q4 | $1.35M | Buy |
3,537
+2,237
| +172% | +$856K | ﹤0.01% | 134 |
|
|
2022
Q3 | $490K | Hold |
1,300
| – | – | ﹤0.01% | 177 |
|
|
2022
Q2 | $490K | Sell |
1,300
-151
| -10% | -$56.9K | ﹤0.01% | 177 |
|
|
2022
Q1 | $655K | Buy |
1,451
+194
| +15% | +$87.6K | ﹤0.01% | 161 |
|
|
2021
Q4 | $597K | Sell |
1,257
-1
| -0.1% | -$475 | ﹤0.01% | 152 |
|
|
2021
Q3 | $540K | Buy |
1,258
+22
| +2% | +$9.44K | ﹤0.01% | 151 |
|
|
2021
Q2 | $529K | Buy |
1,236
+278
| +29% | +$119K | ﹤0.01% | 140 |
|
|
2021
Q1 | $380K | Sell |
958
-1,176
| -55% | -$466K | ﹤0.01% | 121 |
|
|
2020
Q4 | $798K | Buy |
2,134
+199
| +10% | +$74.4K | ﹤0.01% | 101 |
|
|
2020
Q3 | $648K | Sell |
1,935
-26
| -1% | -$8.71K | ﹤0.01% | 90 |
|
|
2020
Q2 | $605K | Buy |
1,961
+48
| +3% | +$14.8K | ﹤0.01% | 89 |
|
|
2020
Q1 | $493K | Sell |
1,913
-175
| -8% | -$45.1K | ﹤0.01% | 91 |
|
|
2019
Q4 | $672K | Buy |
2,088
+132
| +7% | +$42.5K | ﹤0.01% | 86 |
|
|
2019
Q3 | $573K | Hold |
1,956
| – | – | ﹤0.01% | 88 |
|
|
2019
Q2 | $573K | Buy |
+1,956
| New | +$573K | ﹤0.01% | 88 |
|