Betterment LLC
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Betterment LLC’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Betterment LLC’s Portfolio SPYX Stock Details SPYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$105M Buy
1,971,282
+31,204
+2% +$1.74M 0.2% 44
2025
Q4 		$109M Buy
1,940,078
+5,794
+0.3% +$323K 0.21% 42
2025
Q3 		$106M Buy
1,934,284
+62
+0% +$3.27K 0.21% 42
2025
Q2 		$98.5M Buy
1,934,222
+172
+0% +$8.08K 0.21% 40
2025
Q1 		$88.5M Buy
1,934,050
+865
+0% +$41.7K 0.21% 41
2024
Q4 		$93.1M Sell
1,933,185
-34,408
-2% -$1.66M 0.22% 42
2024
Q3 		$93M Buy
1,967,593
+7,095
+0.4% +$322K 0.22% 41
2024
Q2 		$87.4M Sell
1,960,498
-155,791
-7% -$6.67M 0.23% 39
2024
Q1 		$90.6M Buy
2,116,289
+35,529
+2% +$1.45M 0.24% 38
2023
Q4 		$80.8M Sell
2,080,760
-7,750
-0.4% -$282K 0.23% 35
2023
Q3 		$72.5M Buy
2,088,510
+5,409
+0.3% +$196K 0.23% 36
2023
Q2 		$75.3M Buy
2,083,101
+7,779
+0.4% +$266K 0.23% 36
2023
Q1 		$69M Buy
2,075,322
+20,985
+1% +$679K 0.22% 36
2022
Q4 		$63.9M Buy
2,054,337
+31,101
+2% +$967K 0.22% 36
2022
Q3 		$62.2M Hold
2,023,236
– – 0.22% 34
2022
Q2 		$62.2M Sell
2,023,236
-12,102
-0.6% -$404K 0.22% 34
2022
Q1 		$75.3M Buy
2,035,338
+47,430
+2% +$1.73M 0.24% 32
2021
Q4 		$78M Buy
1,987,908
+128,211
+7% +$4.86M 0.24% 32
2021
Q3 		$65.9M Buy
1,859,697
+224,859
+14% +$8.2M 0.22% 32
2021
Q2 		$57.8M Buy
1,634,838
+412,854
+34% +$14.2M 0.2% 34
2021
Q1 		$40M Buy
1,221,984
+513,528
+72% +$16.3M 0.15% 33
2020
Q4 		$22M Buy
+708,456
New +$20.8M 0.09% 37

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Betterment LLC's SPYX Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 1.6% in Q1 2026, buying an estimated $1.74M and bringing the position to 1,971,282 shares worth $105M. The position accounts for 0.2% of the portfolio, ranked #44.

Betterment LLC first reported a position in SPYX in Q4 2020 and has held it in 22 quarters since. The position peaked at $109M in Q4 2025. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Betterment LLC held 1,971,282 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $105M as of Q1 2026.
  • Betterment LLC bought 31,204 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $1.74M.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up 0.2% of Betterment LLC's portfolio in Q1 2026, its #44 holding.
  • Betterment LLC first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2020 and has held it in 22 quarters since.
  • Betterment LLC's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $109M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

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