Betterment LLC Spdr Portfolio S&P 600 Small C Transaction History

Betterment LLC

$50.6 Billion
Q3 2025

A detailed history of Betterment LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Betterment LLC holds 18,142,585 shares of SPSM stock, worth $827 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

18,142,585

Previous 17,616,693 2.99%

Holding current value

$827 Million

Previous $750 Million 11.98%

% of portfolio

1.66%

Previous 1.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$42.26 - $47.16 $22.2 Million - $24.8 Million	525,892 Added 2.99%	18,142,585 $840 Million
Q2 2025 Aug 14, 2025	BUY	$35.35 - $42.68 $52.5 Million - $63.4 Million	1,485,197 Added 9.21%	17,616,693 $750 Million
Q1 2025 May 15, 2025	SELL	$40.03 - $46.81 $1.29 Million - $1.51 Million	-32,224 Reduced 0.2%	16,131,496 $658 Million
Q4 2024 Feb 14, 2025	BUY	$44.33 - $49.55 $30.7 Million - $34.3 Million	692,852 Added 4.48%	16,163,720 $726 Million
Q3 2024 Nov 14, 2024	BUY	$41.02 - $46.01 $33.8 Million - $38 Million	824,933 Added 5.63%	15,470,868 $704 Million
Q2 2024 Aug 14, 2024	BUY	$39.75 - $43.15 $59.1 Million - $64.2 Million	1,486,815 Added 11.3%	14,645,935 $608 Million
Q1 2024 May 10, 2024	BUY	$39.85 - $43.04 $524 Million - $566 Million	13,151,673 Added 176603.64%	13,159,120 $566 Million
Q4 2023 Feb 09, 2024	BUY	$34.3 - $42.83 $255,432 - $318,955	7,447 New	7,447 $314,000

Others Institutions Holding SPSM

# of Institutions

1,006

Shares Held

205M

Call Options Held

36.7K

Put Options Held

1.2K

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About SPDR PORTFOLIO S&P 600 SMALL C

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