Betterment LLC
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Betterment LLC’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Betterment LLC’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.18M Buy
46,076
+3,468
+8% +$305K 0.01% 186
2026
Q1 		$3.37M Buy
42,608
+4,006
+10% +$331K 0.01% 200
2025
Q4 		$3.19M Sell
38,602
-732
-2% -$59.9K 0.01% 192
2025
Q3 		$3.17M Sell
39,334
-1,551
-4% -$121K 0.01% 190
2025
Q2 		$3.06M Buy
40,885
+845
+2% +$58.6K 0.01% 182
2025
Q1 		$2.72M Buy
40,040
+4,374
+12% +$313K 0.01% 183
2024
Q4 		$2.55M Buy
35,666
+2,662
+8% +$192K 0.01% 185
2024
Q3 		$2.31M Buy
33,004
+1,113
+3% +$75.2K 0.01% 173
2024
Q2 		$2.12M Buy
31,891
+3,303
+12% +$211K 0.01% 166
2024
Q1 		$1.83M Buy
28,588
+19,387
+211% +$1.18M ﹤0.01% 159
2023
Q4 		$538K Buy
9,201
+2,103
+30% +$115K ﹤0.01% 225
2023
Q3 		$373K Buy
+7,098
New +$388K ﹤0.01% 239

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC's SPTM Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.1% in Q2 2026, buying an estimated $305K and bringing the position to 46,076 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #186.

Betterment LLC first reported a position in SPTM in Q3 2023 and has held it in 12 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Betterment LLC held 46,076 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.18M as of Q2 2026.
  • Betterment LLC bought 3,468 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $305K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Betterment LLC's portfolio in Q2 2026, its #186 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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