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
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 $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC's SPDW Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 11% in Q1 2026, buying an estimated $40M and bringing the position to 8,266,335 shares worth $377M. The position accounts for 0.71% of the portfolio, ranked #26.

Betterment LLC first reported a position in SPDW in Q4 2021 and has held it in 18 quarters since. 1,193 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Betterment LLC held 8,266,335 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $377M as of Q1 2026.
  • Betterment LLC bought 851,639 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $40M.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.71% of Betterment LLC's portfolio in Q1 2026, its #26 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 18 quarters since.
  • 1,193 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.