Betterment LLC
SPEM icon

Betterment LLC’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Betterment LLC’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$101M Buy
2,148,733
+382,376
+22% +$18.6M 0.19% 45
2025
Q4 		$82.7M Buy
1,766,357
+5,634
+0.3% +$265K 0.16% 48
2025
Q3 		$82.4M Sell
1,760,723
-63,666
-3% -$2.83M 0.16% 49
2025
Q2 		$78M Buy
1,824,389
+1,011,871
+125% +$40.8M 0.17% 48
2025
Q1 		$32M Buy
812,518
+77,643
+11% +$3.04M 0.08% 70
2024
Q4 		$28.2M Buy
734,875
+149,422
+26% +$6.01M 0.07% 68
2024
Q3 		$24.2M Buy
585,453
+71,119
+14% +$2.73M 0.06% 69
2024
Q2 		$19.4M Sell
514,334
-31,127
-6% -$1.16M 0.05% 68
2024
Q1 		$19.7M Sell
545,461
-242,718
-31% -$8.54M 0.05% 64
2023
Q4 		$27.9M Buy
788,179
+116,947
+17% +$3.98M 0.08% 51
2023
Q3 		$22.5M Sell
671,232
-53,431
-7% -$1.85M 0.07% 52
2023
Q2 		$24.9M Buy
724,663
+3,392
+0.5% +$116K 0.08% 51
2023
Q1 		$24.6M Sell
721,271
-2,388
-0.3% -$82.1K 0.08% 47
2022
Q4 		$23.9M Buy
723,659
+191,983
+36% +$6.22M 0.08% 45
2022
Q3 		$18.5M Hold
531,676
– – 0.07% 49
2022
Q2 		$18.5M Sell
531,676
-42,606
-7% -$1.54M 0.07% 49
2022
Q1 		$22.2M Buy
574,282
+145,783
+34% +$5.87M 0.07% 45
2021
Q4 		$17.8M Buy
428,499
+114,610
+37% +$4.9M 0.06% 50
2021
Q3 		$13.3M Buy
313,889
+125,881
+67% +$5.46M 0.04% 54
2021
Q2 		$8.55M Buy
188,008
+9,384
+5% +$420K 0.03% 60
2021
Q1 		$7.82M Sell
178,624
-47,682
-21% -$2.13M 0.03% 57
2020
Q4 		$9.54M Sell
226,306
-61,048
-21% -$2.42M 0.04% 50
2020
Q3 		$10.5M Sell
287,354
-81,092
-22% -$2.96M 0.05% 43
2020
Q2 		$12.3M Buy
368,446
+157,877
+75% +$4.94M 0.07% 41
2020
Q1 		$5.99M Buy
+210,569
New +$7.24M 0.04% 50

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Betterment LLC's SPEM Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 22% in Q1 2026, buying an estimated $18.6M and bringing the position to 2,148,733 shares worth $101M. The position accounts for 0.19% of the portfolio, ranked #45.

Betterment LLC first reported a position in SPEM in Q1 2020 and has held it in 25 quarters since. 1,001 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Betterment LLC held 2,148,733 shares of State Street SPDR Portfolio Emerging Markets ETF worth $101M as of Q1 2026.
  • Betterment LLC bought 382,376 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $18.6M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.19% of Betterment LLC's portfolio in Q1 2026, its #45 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,001 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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