Betterment LLC’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750M | Buy |
17,616,693
+1,485,197
| +9% | +$63.3M | 1.6% | 12 |
|
|
2025
Q1 | $658M | Sell |
16,131,496
-32,224
| -0.2% | -$1.31M | 1.56% | 14 |
|
|
2024
Q4 | $726M | Buy |
16,163,720
+692,852
| +4% | +$31.1M | 1.73% | 14 |
|
|
2024
Q3 | $704M | Buy |
15,470,868
+824,933
| +6% | +$37.5M | 1.68% | 15 |
|
|
2024
Q2 | $608M | Buy |
14,645,935
+1,486,815
| +11% | +$61.7M | 1.58% | 15 |
|
|
2024
Q1 | $566M | Buy |
13,159,120
+13,151,673
| +176,604% | +$566M | 1.52% | 15 |
|
|
2023
Q4 | $314K | Buy |
+7,447
| New | +$314K | ﹤0.01% | 271 |
|