Betterment LLC
SPSM icon

Betterment LLC’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Betterment LLC’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11B Buy
19,180,838
+161,873
+0.9% +$8.64M 1.87% 10
2026
Q1 		$919M Buy
19,018,965
+261,446
+1% +$12.9M 1.74% 11
2025
Q4 		$879M Buy
18,757,519
+614,934
+3% +$28.7M 1.67% 11
2025
Q3 		$840M Buy
18,142,585
+525,892
+3% +$23.6M 1.66% 12
2025
Q2 		$750M Buy
17,616,693
+1,485,197
+9% +$59.9M 1.6% 12
2025
Q1 		$658M Sell
16,131,496
-32,224
-0.2% -$1.42M 1.56% 14
2024
Q4 		$726M Buy
16,163,720
+692,852
+4% +$32.2M 1.73% 14
2024
Q3 		$704M Buy
15,470,868
+824,933
+6% +$36.2M 1.68% 15
2024
Q2 		$608M Buy
14,645,935
+1,486,815
+11% +$62M 1.58% 15
2024
Q1 		$566M Buy
13,159,120
+13,151,673
+176,604% +$544M 1.52% 15
2023
Q4 		$314K Buy
+7,447
New +$281K ﹤0.01% 271

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC's SPSM Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.85% in Q2 2026, buying an estimated $8.64M and bringing the position to 19,180,838 shares worth $1.11B. The position accounts for 1.87% of the portfolio, ranked #10.

Betterment LLC first reported a position in SPSM in Q4 2023 and has held it in 11 quarters since. 1,052 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Betterment LLC held 19,180,838 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.11B as of Q2 2026.
  • Betterment LLC bought 161,873 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $8.64M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.87% of Betterment LLC's portfolio in Q2 2026, its #10 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,052 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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