Betterment LLC’s State Str Spdr S&P 500 Etf T Position
Does Betterment LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 22.1K shares worth $14M (+0.03% of its 13F portfolio) as of Q1 2026, up from 19.4K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
22.1K
% of Portfolio
+0.03%
Quarters Held
27
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 22.1K | $14M | +0.03% |
| Q4 2025 | 19.4K | $13M | +0.03% |
| Q3 2025 | 16.6K | $11M | +0.02% |
| Q2 2025 | 15.3K | $9M | +0.02% |
| Q1 2025 | 14.5K | $8M | +0.02% |
| Q4 2024 | 12.9K | $8M | +0.02% |
| Q3 2024 | 13.0K | $7M | +0.02% |
| Q2 2024 | 10.0K | $5M | +0.01% |
| Q1 2024 | 6.1K | $3M | +0.01% |
| Q4 2023 | 4.0K | $2M | +0.01% |
| Q3 2023 | 3.1K | $1M | 0.00% |
| Q2 2023 | 2.7K | $1M | 0.00% |
| Q1 2023 | 3.7K | $2M | 0.00% |
| Q4 2022 | 3.5K | $1M | 0.00% |
| Q3 2022 | 1.3K | $490,000 | 0.00% |
| Q2 2022 | 1.3K | $490,000 | 0.00% |
| Q1 2022 | 1.5K | $655,000 | 0.00% |
| Q4 2021 | 1.3K | $597,000 | 0.00% |
| Q3 2021 | 1.3K | $540,000 | 0.00% |
| Q2 2021 | 1.2K | $529,000 | 0.00% |
| Q4 2020 | 2.1K | $798,000 | 0.00% |
| Q3 2020 | 1.9K | $648,000 | 0.00% |
| Q2 2020 | 2.0K | $605,000 | 0.00% |
| Q1 2020 | 1.9K | $493,000 | 0.00% |
| Q4 2019 | 2.1K | $672,000 | 0.00% |
| Q3 2019 | 2.0K | $573,000 | 0.00% |
| Q2 2019 | 2.0K | $573,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of SPY.