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

Betterment LLC’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.01B	Buy	91,626,856 +8,041,014	+10%	+$643M	13.28%	3
2025 Q4	$6.71B	Buy	83,585,842 +5,039,605	+6%	+$401M	12.77%	3
2025 Q3	$6.15B	Buy	78,546,237 +4,636,693	+6%	+$350M	12.16%	3
2025 Q2	$5.37B	Buy	73,909,544 +9,008,640	+14%	+$606M	11.44%	3
2025 Q1	$4.27B	Buy	64,900,904 +11,988,520	+23%	+$829M	10.12%	3
2024 Q4	$3.65B	Buy	52,912,384 +3,824,688	+8%	+$265M	8.7%	3
2024 Q3	$3.31B	Buy	49,087,696 +6,371,513	+15%	+$414M	7.91%	3
2024 Q2	$2.73B	Buy	42,716,183 +9,088,184	+27%	+$560M	7.08%	3
2024 Q1	$2.07B	Buy	33,627,999 +33,564,737	+53,057%	+$1.97B	5.55%	4
2023 Q4	$3.54M	Buy	63,262 +17,992	+40%	+$943K	0.01%	105
2023 Q3	$2.27M	Buy	45,270 +19,098	+73%	+$999K	0.01%	116
2023 Q2	$1.36M	Buy	26,172 +6,701	+34%	+$331K	﹤0.01%	130
2023 Q1	$938K	Sell	19,471 -5,557	-22%	-$261K	﹤0.01%	154
2022 Q4	$1.13M	Buy	25,028 +4,408	+21%	+$199K	﹤0.01%	141
2022 Q3	$914K	Hold	20,620	–	–	﹤0.01%	150
2022 Q2	$914K	Buy	20,620 +14,905	+261%	+$718K	﹤0.01%	150
2022 Q1	$304K	Buy	5,715 +1,269	+29%	+$66.4K	﹤0.01%	199
2021 Q4	$248K	Buy	+4,446	New	+$240K	﹤0.01%	192
2019 Q4	–	Sell	-10,100	Closed	-$349K	–	114
2019 Q3	$349K	Hold	10,100	–	–	﹤0.01%	98
2019 Q2	$349K	Buy	+10,100	New	+$342K	﹤0.01%	98

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Betterment LLC's SPYM Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.6% in Q1 2026, buying an estimated $643M and bringing the position to 91,626,856 shares worth $7.01B. The position accounts for 13.28% of the portfolio, ranked #3.

Betterment LLC first reported a position in SPYM in Q2 2019 and has held it in 20 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Betterment LLC held 91,626,856 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.01B as of Q1 2026.
Betterment LLC bought 8,041,014 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $643M.
State Street SPDR Portfolio S&P 500 ETF made up 13.28% of Betterment LLC's portfolio in Q1 2026, its #3 holding.
Betterment LLC first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 20 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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