Betterment LLC
SPYG icon

Betterment LLC’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Betterment LLC’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.11M Sell
34,537
-8,550
-20% -$977K 0.01% 189
2026
Q1 		$4.22M Sell
43,087
-15
-0% -$1.56K 0.01% 183
2025
Q4 		$4.6M Sell
43,102
-1,301
-3% -$138K 0.01% 172
2025
Q3 		$4.64M Sell
44,403
-1,287
-3% -$128K 0.01% 164
2025
Q2 		$4.36M Buy
45,690
+10,496
+30% +$900K 0.01% 164
2025
Q1 		$2.83M Buy
35,194
+2,866
+9% +$250K 0.01% 181
2024
Q4 		$2.84M Buy
32,328
+2,741
+9% +$237K 0.01% 174
2024
Q3 		$2.45M Buy
29,587
+492
+2% +$39.3K 0.01% 169
2024
Q2 		$2.33M Buy
29,095
+10,618
+57% +$793K 0.01% 155
2024
Q1 		$1.35M Buy
18,477
+1,080
+6% +$75.2K ﹤0.01% 179
2023
Q4 		$1.13M Buy
17,397
+339
+2% +$20.9K ﹤0.01% 166
2023
Q3 		$1.01M Buy
17,058
+2,360
+16% +$145K ﹤0.01% 163
2023
Q2 		$897K Buy
14,698
+1,242
+9% +$71.1K ﹤0.01% 159
2023
Q1 		$745K Buy
13,456
+361
+3% +$19.1K ﹤0.01% 173
2022
Q4 		$664K Buy
13,095
+3,622
+38% +$188K ﹤0.01% 170
2022
Q3 		$495K Hold
9,473
– – ﹤0.01% 176
2022
Q2 		$495K Sell
9,473
-125
-1% -$7.17K ﹤0.01% 176
2022
Q1 		$635K Buy
9,598
+628
+7% +$40.9K ﹤0.01% 164
2021
Q4 		$650K Buy
8,970
+156
+2% +$10.9K ﹤0.01% 150
2021
Q3 		$564K Buy
+8,814
New +$582K ﹤0.01% 150

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC's SPYG Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 20% in Q2 2026, selling an estimated $977K and leaving 34,537 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #189.

Betterment LLC first reported a position in SPYG in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.64M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Betterment LLC held 34,537 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $4.11M as of Q2 2026.
  • Betterment LLC sold 8,550 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $977K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #189 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Betterment LLC's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.64M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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