Skip to main content
Livermore
Livermore
ZHEN

Betterment LLC

SEC CIK
0001633901
Latest filing
Aug 14, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Betterment LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
23,386
Value
$17.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SPY by Betterment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,386$17.5M<0.1%+1,306+5.9%AddedHolders
Q1 202622,080$14.4M<0.1%+2,680+13.8%AddedHolders
Q4 202519,400$13.2M<0.1%+2,813+17.0%AddedHolders
Q3 202516,587$11.1M<0.1%+1,269+8.3%AddedHolders
Q2 202515,318$9.46M<0.1%+861+6.0%AddedHolders
Q1 202514,457$8.09M<0.1%+1,539+11.9%AddedHolders
Q4 202412,918$7.57M<0.1%−61−0.5%ReducedHolders
Q3 202412,979$7.45M<0.1%+3,005+30.1%AddedHolders
Q2 20249,974$5.43M<0.1%+3,893+64.0%AddedHolders
Q1 20246,081$3.18M<0.1%+2,104+52.9%AddedHolders
Q4 20233,977$1.89M<0.1%+888+28.7%AddedHolders
Q3 20233,089$1.32M<0.1%+429+16.1%AddedHolders
Q2 20232,660$1.18M<0.1%−1,081−28.9%ReducedHolders
Q1 20233,741$1.53M<0.1%+204+5.8%AddedHolders
Q4 20223,537$1.35M<0.1%+2,237+172.1%AddedHolders
Q3 20221,300$490.0K<0.1%00.0%UnchangedHolders
Q2 20221,300$490.0K<0.1%−151−10.4%ReducedHolders
Q1 20221,451$655.0K<0.1%+194+15.4%AddedHolders
Q4 20211,257$597.0K<0.1%−1−0.1%ReducedHolders
Q3 20211,258$540.0K<0.1%+22+1.8%AddedHolders
Q2 20211,236$529.0K<0.1%+278+29.0%AddedHolders
Q1 2021958$380.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.