Betterment LLC
SPYV icon

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

Betterment LLC’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127M Sell
2,247,354
-83,647
-4% -$4.85M 0.24% 39
2025
Q4 		$132M Sell
2,331,001
-80,814
-3% -$4.54M 0.25% 36
2025
Q3 		$133M Sell
2,411,815
-100,259
-4% -$5.4M 0.26% 37
2025
Q2 		$131M Sell
2,512,074
-62,758
-2% -$3.14M 0.28% 32
2025
Q1 		$131M Sell
2,574,832
-140,586
-5% -$7.29M 0.31% 32
2024
Q4 		$139M Sell
2,715,418
-173,017
-6% -$9.21M 0.33% 32
2024
Q3 		$153M Sell
2,888,435
-119,964
-4% -$6.11M 0.36% 30
2024
Q2 		$147M Sell
3,008,399
-135,144
-4% -$6.61M 0.38% 30
2024
Q1 		$157M Sell
3,143,543
-220,818
-7% -$10.5M 0.42% 31
2023
Q4 		$157M Buy
3,364,361
+520,428
+18% +$22.4M 0.45% 28
2023
Q3 		$117M Buy
2,843,933
+95,136
+3% +$4.12M 0.37% 31
2023
Q2 		$119M Buy
2,748,797
+54,341
+2% +$2.24M 0.37% 31
2023
Q1 		$110M Buy
2,694,456
+521,684
+24% +$21.1M 0.36% 31
2022
Q4 		$84.5M Buy
2,172,772
+57,533
+3% +$2.2M 0.29% 32
2022
Q3 		$77.9M Hold
2,115,239
– – 0.28% 31
2022
Q2 		$77.9M Buy
2,115,239
+854,685
+68% +$33.8M 0.28% 31
2022
Q1 		$52.6M Buy
1,260,554
+414,165
+49% +$17.1M 0.17% 36
2021
Q4 		$35.5M Buy
846,389
+99,850
+13% +$4.08M 0.11% 39
2021
Q3 		$29.1M Buy
746,539
+369,594
+98% +$14.8M 0.1% 39
2021
Q2 		$14.9M Buy
376,945
+131,614
+54% +$5.2M 0.05% 50
2021
Q1 		$9.3M Sell
245,331
-91,874
-27% -$3.32M 0.04% 51
2020
Q4 		$11.6M Sell
337,205
-53,253
-14% -$1.73M 0.05% 46
2020
Q3 		$11.8M Sell
390,458
-40,548
-9% -$1.23M 0.06% 42
2020
Q2 		$12.5M Sell
431,006
-122,808
-22% -$3.5M 0.07% 40
2020
Q1 		$14.3M Buy
553,814
+308,449
+126% +$9.85M 0.09% 37
2019
Q4 		$8.57M Sell
245,365
-41,391
-14% -$1.38M 0.04% 42
2019
Q3 		$8.97M Hold
286,756
– – 0.05% 38
2019
Q2 		$8.97M Sell
286,756
-4,457
-2% -$137K 0.05% 38
2019
Q1 		$8.82M Buy
291,213
+70,057
+32% +$2.06M 0.05% 37
2018
Q4 		$6.01M Buy
+221,156
New +$6.5M 0.04% 43

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC's SPYV Position: Q1 2026 in Review

Betterment LLC reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 3.6% in Q1 2026, selling an estimated $4.85M and leaving 2,247,354 shares worth $127M. The position accounts for 0.24% of the portfolio, ranked #39.

Betterment LLC first reported a position in SPYV in Q4 2018 and has held it in 30 quarters since. The position peaked at $157M in Q1 2024. 1,178 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Betterment LLC held 2,247,354 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $127M as of Q1 2026.
  • Betterment LLC sold 83,647 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $4.85M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.24% of Betterment LLC's portfolio in Q1 2026, its #39 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Betterment LLC's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $157M in Q1 2024.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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