Betterment LLC Spdr Portfolio Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 20,126,277 shares of SPMD stock, worth $1.13 Billion. This represents 2.27% of its overall portfolio holdings.

Number of Shares

20,126,277

Previous 19,155,647 5.07%

Holding current value

$1.13 Billion

Previous $1.04 Billion 10.5%

% of portfolio

2.27%

Previous 2.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$54.43 - $58.29 $52.8 Million - $56.6 Million	970,630 Added 5.07%	20,126,277 $1.15 Billion
Q2 2025 Aug 14, 2025	BUY	$44.89 - $54.38 $57.1 Million - $69.1 Million	1,271,524 Added 7.11%	19,155,647 $1.04 Billion
Q1 2025 May 15, 2025	SELL	$50.21 - $57.73 $2.45 Million - $2.82 Million	-48,865 Reduced 0.27%	17,884,123 $915 Million
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $35 Million - $38.6 Million	647,293 Added 3.74%	17,932,988 $981 Million
Q3 2024 Nov 14, 2024	BUY	$50.29 - $54.92 $51.7 Million - $56.4 Million	1,027,202 Added 6.32%	17,285,695 $945 Million

Q2 2024 Aug 14, 2024	BUY	$49.54 - $53.39 $86 Million - $92.7 Million	1,736,073 Added 11.95%	16,258,493 $834 Million
Q1 2024 May 10, 2024	BUY	$47.16 - $53.34 $685 Million - $775 Million	14,522,420 New	14,522,420 $775 Million

Others Institutions Holding SPMD

# of Institutions

806

Shares Held

232M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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