A detailed history of Betterment LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 1,380,571 shares of SPDW stock, worth $49.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,380,571
Previous 776,786 77.73%
Holding current value
$49.3 Million
Previous $27.8 Million 73.96%
% of portfolio
0.13%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$34.2 - $36.64 $20.6 Million - $22.1 Million
603,785 Added 77.73%
1,380,571 $48.4 Million
Q1 2024

May 10, 2024

BUY
$32.85 - $35.9 $8.74 Million - $9.55 Million
265,976 Added 52.07%
776,786 $27.8 Million
Q4 2023

Feb 09, 2024

BUY
$29.46 - $34.07 $12.7 Million - $14.6 Million
429,430 Added 527.68%
510,810 $17.4 Million
Q3 2023

Nov 09, 2023

BUY
$30.88 - $33.58 $637,548 - $693,292
20,646 Added 33.99%
81,380 $2.52 Million
Q2 2023

Aug 07, 2023

BUY
$31.7 - $33.66 $257,752 - $273,689
8,131 Added 15.46%
60,734 $1.98 Million
Q1 2023

May 15, 2023

SELL
$29.83 - $32.71 $10,082 - $11,055
-338 Reduced 0.64%
52,603 $1.69 Million
Q4 2022

Feb 13, 2023

BUY
$25.7 - $31.02 $244,150 - $294,690
9,500 Added 21.87%
52,941 $1.57 Million
Q2 2022

Aug 10, 2022

BUY
$28.57 - $34.74 $136,593 - $166,091
4,781 Added 12.37%
43,441 $1.25 Million
Q1 2022

May 16, 2022

BUY
$31.42 - $36.91 $621,141 - $729,673
19,769 Added 104.65%
38,660 $1.33 Million
Q4 2021

Feb 15, 2022

BUY
$35.28 - $37.98 $666,474 - $717,480
18,891 New
18,891 $689,000

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Betterment LLC Portfolio

Follow Betterment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Betterment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Betterment LLC with notifications on news.