Betterment LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Betterment LLC’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27B	Sell	18,865,773 -1,333,524	-7%	-$85.8M	2.16%	9
2026 Q1	$1.2B	Sell	20,199,297 -951,864	-5%	-$57.9M	2.27%	8
2025 Q4	$1.22B	Buy	21,151,161 +1,024,884	+5%	+$58.9M	2.33%	8
2025 Q3	$1.15B	Buy	20,126,277 +970,630	+5%	+$54.7M	2.27%	8
2025 Q2	$1.04B	Buy	19,155,647 +1,271,524	+7%	+$65.5M	2.22%	8
2025 Q1	$915M	Sell	17,884,123 -48,865	-0.3%	-$2.66M	2.17%	8
2024 Q4	$981M	Buy	17,932,988 +647,293	+4%	+$36.4M	2.34%	9
2024 Q3	$945M	Buy	17,285,695 +1,027,202	+6%	+$54.3M	2.26%	10
2024 Q2	$834M	Buy	16,258,493 +1,736,073	+12%	+$89.6M	2.16%	11
2024 Q1	$775M	Buy	+14,522,420	New	+$722M	2.08%	14

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC's SPMD Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.6% in Q2 2026, selling an estimated $85.8M and leaving 18,865,773 shares worth $1.27B. The position accounts for 2.16% of the portfolio, ranked #9.

Betterment LLC first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Betterment LLC held 18,865,773 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.27B as of Q2 2026.
Betterment LLC sold 1,333,524 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $85.8M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.16% of Betterment LLC's portfolio in Q2 2026, its #9 holding.
Betterment LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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