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Disclosery

Betterment LLC: SPYX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on SPYX, newest first. How the timeline and the estimate are built.

Betterment LLC held 1,981,562 SPYX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,981,562 shares
    Change vs previous 13F +10,280 shares

    0.2% of the 13F portfolio, value $121,073,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,971,282 shares
    Change vs previous 13F +31,204 shares

    0.2% of the 13F portfolio, value $104,537,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,940,078 shares
    Change vs previous 13F +5,794 shares

    0.21% of the 13F portfolio, value $109,013,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,934,284 shares
    Change vs previous 13F +62 shares

    0.21% of the 13F portfolio, value $106,095,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,934,222 shares
    Change vs previous 13F +172 shares

    0.21% of the 13F portfolio, value $98,510,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,934,050 shares
    Change vs previous 13F +865 shares

    0.21% of the 13F portfolio, value $88,483,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,933,185 shares
    Change vs previous 13F -34,408 shares

    0.22% of the 13F portfolio, value $93,083,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,967,593 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $92,969,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).