Betterment LLC’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Betterment LLC’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,583	Closed	-$422K	–	503
2025 Q1	$422K	Sell	9,583 -6,677	-41%	-$289K	﹤0.01%	357
2024 Q4	$648K	Buy	+16,260	New	+$678K	﹤0.01%	294

Other funds holding SPEU

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AEPWM

Atlantic Edge Private Wealth Management Jacksonville, Florida $407M AUM 21.47% 1-Year Est. Return

Betterment LLC's SPEU Position: Q2 2025 in Review

Betterment LLC sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2025, closing a stake of 9,583 shares — an estimated $422K sold.

Betterment LLC first reported a position in SPEU in Q4 2024 and held it in 2 quarters. The position peaked at $648K in Q4 2024. 113 funds tracked by Wall St. Rank hold SPEU as of Q2 2025.

Betterment LLC reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2025 after selling out during the quarter.
Betterment LLC sold 9,583 State Street SPDR Portfolio Europe ETF shares in Q2 2025, an estimated $422K.
Betterment LLC first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2024 and held it in 2 quarters.
Betterment LLC's State Street SPDR Portfolio Europe ETF position peaked at $648K in Q4 2024.
113 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2025.

Based on Betterment LLC's 13F filing for Q2 2025, filed 14 Aug 2025.