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 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 $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Betterment LLC's SPMD Position: Q1 2026 in Review

Betterment LLC reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.5% in Q1 2026, selling an estimated $57.9M and leaving 20,199,297 shares worth $1.2B. The position accounts for 2.27% of the portfolio, ranked #8.

Betterment LLC first reported a position in SPMD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.22B in Q4 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Betterment LLC held 20,199,297 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.2B as of Q1 2026.
Betterment LLC sold 951,864 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $57.9M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.27% of Betterment LLC's portfolio in Q1 2026, its #8 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 9 quarters since.
Betterment LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.22B in Q4 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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