Betterment LLC’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$86.9M	Sell	1,485,819 -10,059	-0.7%	-$629K	0.16%	48
2025 Q4	$89.3M	Sell	1,495,878 -10,766	-0.7%	-$669K	0.17%	47
2025 Q3	$93.8M	Sell	1,506,644 -11,353	-0.7%	-$656K	0.19%	44
2025 Q2	$82.5M	Sell	1,517,997 -255,397	-14%	-$12.5M	0.18%	45
2025 Q1	$82.4M	Sell	1,773,394 -53,056	-3%	-$2.71M	0.2%	45
2024 Q4	$92.8M	Buy	1,826,450 +154,381	+9%	+$7.97M	0.22%	43
2024 Q3	$82.5M	Buy	1,672,069 +88,976	+6%	+$4.22M	0.2%	44
2024 Q2	$72.9M	Buy	1,583,093 +128,778	+9%	+$5.96M	0.19%	43
2024 Q1	$69.9M	Buy	1,454,315 +184,217	+15%	+$8.39M	0.19%	40
2023 Q4	$59.3M	Sell	1,270,098 -60,152	-5%	-$2.47M	0.17%	37
2023 Q3	$52.7M	Buy	1,330,250 +154,954	+13%	+$6.75M	0.17%	37
2023 Q2	$52.4M	Buy	1,175,296 +126,108	+12%	+$5.29M	0.16%	37
2023 Q1	$44.8M	Buy	1,049,188 +76,670	+8%	+$3.27M	0.15%	37
2022 Q4	$38.3M	Buy	972,518 +209,564	+27%	+$8.5M	0.13%	41
2022 Q3	$30.9M	Hold	762,954	–	–	0.11%	42
2022 Q2	$30.9M	Buy	762,954 +177,395	+30%	+$7.98M	0.11%	42
2022 Q1	$30.4M	Buy	585,559 +354,429	+153%	+$18.4M	0.1%	42
2021 Q4	$13.6M	Buy	+231,130	New	+$14.5M	0.04%	54