Betterment LLC Spdr Portfolio S&P 1500 Compos Transaction History

Betterment LLC

$41.6 Billion
Q4 2024

A detailed history of Betterment LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Betterment LLC holds 35,666 shares of SPTM stock, worth $2.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

35,666

Previous 33,004 8.07%

Holding current value

$2.5 Million

Previous $2.31 Million 10.16%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$69.3 - $74.3 $184,476 - $197,786	2,662 Added 8.07%	35,666 $2.55 Million
Q3 2024 Nov 14, 2024	BUY	$63.28 - $70.06 $70,430 - $77,976	1,113 Added 3.49%	33,004 $2.31 Million
Q2 2024 Aug 14, 2024	BUY	$60.69 - $66.83 $200,459 - $220,739	3,303 Added 11.55%	31,891 $2.12 Million
Q1 2024 May 10, 2024	BUY	$57.38 - $64.15 $1.11 Million - $1.24 Million	19,387 Added 210.71%	28,588 $1.83 Million
Q4 2023 Feb 09, 2024	BUY	$50.31 - $58.65 $105,801 - $123,340	2,103 Added 29.63%	9,201 $537,000
Q3 2023 Nov 09, 2023	BUY	$52.22 - $56.31 $370,657 - $399,688	7,098 New	7,098 $372,000

Others Institutions Holding SPTM

# of Institutions

678

Shares Held

93.6M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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