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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC's SPSM Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.4% in Q1 2026, buying an estimated $12.9M and bringing the position to 19,018,965 shares worth $919M. The position accounts for 1.74% of the portfolio, ranked #11.

Betterment LLC first reported a position in SPSM in Q4 2023 and has held it in 10 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Betterment LLC held 19,018,965 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $919M as of Q1 2026.
  • Betterment LLC bought 261,446 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $12.9M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.74% of Betterment LLC's portfolio in Q1 2026, its #11 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 10 quarters since.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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