Betterment LLC’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Betterment LLC’s Portfolio SPYD Stock Details SPYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242K	Buy	+5,322	New	+$245K	﹤0.01%	566
2022 Q1	–	Sell	-6,419	Closed	-$270K	–	227
2021 Q4	$270K	Sell	6,419 -5,158	-45%	-$210K	﹤0.01%	188
2021 Q3	$453K	Buy	+11,577	New	+$461K	﹤0.01%	154

Other funds holding SPYD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's SPYD Position: Q1 2026 in Review

Betterment LLC opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q1 2026: 5,322 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Betterment LLC previously reported a position in SPYD as recently as Q4 2021.

Betterment LLC first reported a position in SPYD in Q3 2021 and has held it in 3 quarters since. The position peaked at $453K in Q3 2021. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Betterment LLC held 5,322 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $242K as of Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Betterment LLC position in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #566 holding.
Betterment LLC first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q3 2021 and has held it in 3 quarters since.
Betterment LLC's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $453K in Q3 2021.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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