Betterment LLC Spdr Portfolio S&P 600 Small C Transaction History
Betterment LLC
- $42.2 Billion
- Q1 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 16,131,496 shares of SPSM stock, worth $698 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
16,131,496
Previous 16,163,720
0.2%
Holding current value
$698 Million
Previous $726 Million
9.44%
% of portfolio
1.56%
Previous 1.75%
Shares
6 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
202MCall Options Held
64.8KPut Options Held
5.8K-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.01 Billion0.35% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$976 Million1.98% of portfolio
-
Valmark Advisers, Inc.6.26MShares$271 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$266 Million0.05% of portfolio
-
Morgan Stanley New York, NY4.98MShares$215 Million0.01% of portfolio