Betterment LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 734,875 shares of SPEM stock, worth $29.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

734,875

Previous 585,453 25.52%

Holding current value

$29.4 Million

Previous $24.2 Million 16.68%

% of portfolio

0.07%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$38.37 - $42.82 $5.73 Million - $6.4 Million	149,422 Added 25.52%	734,875 $28.2 Million
Q3 2024 Nov 14, 2024	BUY	$36.02 - $41.68 $2.56 Million - $2.96 Million	71,119 Added 13.83%	585,453 $24.2 Million
Q2 2024 Aug 14, 2024	SELL	$35.3 - $38.79 $1.1 Million - $1.21 Million	-31,127 Reduced 5.71%	514,334 $19.4 Million
Q1 2024 May 10, 2024	SELL	$33.69 - $36.47 $8.18 Million - $8.85 Million	-242,718 Reduced 30.79%	545,461 $19.7 Million
Q4 2023 Feb 09, 2024	BUY	$32.26 - $35.46 $3.77 Million - $4.15 Million	116,947 Added 17.42%	788,179 $27.9 Million
Q3 2023 Nov 09, 2023	SELL	$33.36 - $36.37 $1.78 Million - $1.94 Million	-53,431 Reduced 7.37%	671,232 $22.5 Million
Q2 2023 Aug 07, 2023	BUY	$33.2 - $35.75 $112,614 - $121,264	3,392 Added 0.47%	724,663 $24.9 Million
Q1 2023 May 15, 2023	SELL	$32.49 - $36.44 $77,586 - $87,018	-2,388 Reduced 0.33%	721,271 $24.6 Million
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $5.79 Million - $6.63 Million	191,983 Added 36.11%	723,659 $23.9 Million
Q2 2022 Aug 10, 2022	SELL	$33.85 - $40.03 $1.44 Million - $1.71 Million	-42,606 Reduced 7.42%	531,676 $18.5 Million
Q1 2022 May 16, 2022	BUY	$35.69 - $43.02 $5.2 Million - $6.27 Million	145,783 Added 34.02%	574,282 $22.2 Million
Q4 2021 Feb 15, 2022	BUY	$40.07 - $44.51 $4.59 Million - $5.1 Million	114,610 Added 36.51%	428,499 $17.8 Million
Q3 2021 Nov 15, 2021	BUY	$41.44 - $45.27 $5.22 Million - $5.7 Million	125,881 Added 66.96%	313,889 $13.4 Million
Q2 2021 Aug 10, 2021	BUY	$42.87 - $46.35 $402,292 - $434,948	9,384 Added 5.25%	188,008 $8.55 Million
Q1 2021 Jun 01, 2021	SELL	$42.41 - $47.37 $2.02 Million - $2.26 Million	-47,682 Reduced 21.07%	178,624 $7.82 Million
Q4 2020 Feb 12, 2021	SELL	$36.44 - $42.49 $2.22 Million - $2.59 Million	-61,048 Reduced 21.24%	226,306 $9.54 Million
Q3 2020 Nov 10, 2020	SELL	$33.84 - $37.9 $2.74 Million - $3.07 Million	-81,092 Reduced 22.01%	287,354 $10.5 Million
Q2 2020 Aug 11, 2020	BUY	$27.38 - $34.3 $4.32 Million - $5.42 Million	157,877 Added 74.98%	368,446 $12.3 Million
Q1 2020 May 14, 2020	BUY	$25.76 - $38.65 $5.42 Million - $8.14 Million	210,569 New	210,569 $5.99 Million

Others Institutions Holding SPEM

# of Institutions

876

Shares Held

206M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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