Betterment LLC
SPDW icon

Betterment LLC’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Betterment LLC’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$403M Sell
8,002,796
-263,539
-3% -$13.1M 0.68% 29
2026
Q1 		$377M Buy
8,266,335
+851,639
+11% +$40M 0.71% 26
2025
Q4 		$329M Sell
7,414,696
-83,364
-1% -$3.64M 0.63% 28
2025
Q3 		$321M Sell
7,498,060
-228,799
-3% -$9.48M 0.63% 28
2025
Q2 		$313M Buy
7,726,859
+1,535,351
+25% +$58.9M 0.67% 27
2025
Q1 		$225M Sell
6,191,508
-10,134
-0.2% -$366K 0.53% 28
2024
Q4 		$212M Buy
6,201,642
+3,199,962
+107% +$115M 0.5% 28
2024
Q3 		$113M Buy
3,001,680
+1,621,109
+117% +$58.5M 0.27% 39
2024
Q2 		$48.4M Buy
1,380,571
+603,785
+78% +$21.5M 0.13% 53
2024
Q1 		$27.8M Buy
776,786
+265,976
+52% +$9.14M 0.07% 56
2023
Q4 		$17.4M Buy
510,810
+429,430
+528% +$13.6M 0.05% 57
2023
Q3 		$2.52M Buy
81,380
+20,646
+34% +$667K 0.01% 113
2023
Q2 		$1.98M Buy
60,734
+8,131
+15% +$265K 0.01% 120
2023
Q1 		$1.69M Sell
52,603
-338
-0.6% -$10.7K 0.01% 128
2022
Q4 		$1.57M Buy
52,941
+9,500
+22% +$273K 0.01% 128
2022
Q3 		$1.25M Hold
43,441
– – ﹤0.01% 135
2022
Q2 		$1.25M Buy
43,441
+4,781
+12% +$151K ﹤0.01% 135
2022
Q1 		$1.32M Buy
38,660
+19,769
+105% +$686K ﹤0.01% 129
2021
Q4 		$689K Buy
+18,891
New +$695K ﹤0.01% 149

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC's SPDW Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 3.2% in Q2 2026, selling an estimated $13.1M and leaving 8,002,796 shares worth $403M. The position accounts for 0.68% of the portfolio, ranked #29.

Betterment LLC first reported a position in SPDW in Q4 2021 and has held it in 19 quarters since. 1,231 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Betterment LLC held 8,002,796 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $403M as of Q2 2026.
  • Betterment LLC sold 263,539 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $13.1M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.68% of Betterment LLC's portfolio in Q2 2026, its #29 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,231 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.