Betterment LLC
SPYM

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
Q2 		$8.6B Buy
97,881,145
+6,254,289
+7% +$534M 14.55% 3
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KCM
Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Betterment LLC's SPYM Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 6.8% in Q2 2026, buying an estimated $534M and bringing the position to 97,881,145 shares worth $8.6B. The position accounts for 14.55% of the portfolio, ranked #3.

Betterment LLC first reported a position in SPYM in Q2 2019 and has held it in 21 quarters since. 1,725 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

  • Betterment LLC held 97,881,145 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.6B as of Q2 2026.
  • Betterment LLC bought 6,254,289 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $534M.
  • State Street SPDR Portfolio S&P 500 ETF made up 14.55% of Betterment LLC's portfolio in Q2 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 21 quarters since.
  • 1,725 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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