Betterment LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Betterment LLC

$47 Billion
Q2 2025

A detailed history of Betterment LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 7,726,859 shares of SPDW stock, worth $329 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

7,726,859

Previous 6,191,508 24.8%

Holding current value

$329 Million

Previous $225 Million 38.78%

% of portfolio

0.67%

Previous 0.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$32.66 - $40.75 $50.1 Million - $62.6 Million	1,535,351 Added 24.8%	7,726,859 $313 Million
Q1 2025 May 15, 2025	SELL	$33.84 - $37.77 $342,934 - $382,761	-10,134 Reduced 0.16%	6,191,508 $225 Million
Q4 2024 Feb 14, 2025	BUY	$34.13 - $37.35 $109 Million - $120 Million	3,199,962 Added 106.61%	6,201,642 $212 Million
Q3 2024 Nov 14, 2024	BUY	$33.74 - $37.96 $54.7 Million - $61.5 Million	1,621,109 Added 117.42%	3,001,680 $113 Million
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

# of Institutions

1,149

Shares Held

576M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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