Betterment LLC Spdr Portfolio Transaction History
Betterment LLC
- $47 Billion
- Q2 2025
A detailed history of Betterment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 19,155,647 shares of SPMD stock, worth $1.05 Billion. This represents 2.22% of its overall portfolio holdings.
Number of Shares
19,155,647
Previous 17,884,123
7.11%
Holding current value
$1.05 Billion
Previous $915 Million
13.81%
% of portfolio
2.22%
Previous 2.17%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
779Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.55 Billion3.89% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$694 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$364 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$315 Million10.91% of portfolio
-
Cwm, LLC4.69MShares$257 Million0.9% of portfolio