Betterment LLC Spdr Portfolio Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Betterment LLC holds 17,884,123 shares of SPMD stock, worth $985 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

17,884,123

Previous 17,932,988 0.27%

Holding current value

$985 Million

Previous $981 Million 6.67%

% of portfolio

2.17%

Previous 2.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

745

Shares Held

217M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
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