Betterment LLC’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37B | Buy |
73,909,544
+9,008,640
| +14% | +$655M | 11.44% | 3 |
|
|
2025
Q1 | $4.27B | Buy |
64,900,904
+11,988,520
| +23% | +$788M | 10.12% | 3 |
|
|
2024
Q4 | $3.65B | Buy |
52,912,384
+3,824,688
| +8% | +$264M | 8.7% | 3 |
|
|
2024
Q3 | $3.31B | Buy |
49,087,696
+6,371,513
| +15% | +$430M | 7.91% | 3 |
|
|
2024
Q2 | $2.73B | Buy |
42,716,183
+9,088,184
| +27% | +$582M | 7.08% | 3 |
|
|
2024
Q1 | $2.07B | Buy |
33,627,999
+33,564,737
| +53,057% | +$2.07B | 5.55% | 4 |
|
|
2023
Q4 | $3.54M | Buy |
63,262
+17,992
| +40% | +$1.01M | 0.01% | 105 |
|
|
2023
Q3 | $2.28M | Buy |
45,270
+19,098
| +73% | +$960K | 0.01% | 116 |
|
|
2023
Q2 | $1.36M | Buy |
26,172
+6,701
| +34% | +$349K | ﹤0.01% | 130 |
|
|
2023
Q1 | $938K | Sell |
19,471
-5,557
| -22% | -$268K | ﹤0.01% | 154 |
|
|
2022
Q4 | $1.13M | Buy |
25,028
+4,408
| +21% | +$198K | ﹤0.01% | 141 |
|
|
2022
Q3 | $914K | Hold |
20,620
| – | – | ﹤0.01% | 150 |
|
|
2022
Q2 | $914K | Buy |
20,620
+14,905
| +261% | +$661K | ﹤0.01% | 150 |
|
|
2022
Q1 | $304K | Buy |
5,715
+1,269
| +29% | +$67.5K | ﹤0.01% | 199 |
|
|
2021
Q4 | $248K | Buy |
+4,446
| New | +$248K | ﹤0.01% | 192 |
|
|
2019
Q4 | – | Sell |
-10,100
| Closed | -$349K | – | 114 |
|
|
2019
Q3 | $349K | Hold |
10,100
| – | – | ﹤0.01% | 98 |
|
|
2019
Q2 | $349K | Buy |
+10,100
| New | +$349K | ﹤0.01% | 98 |
|