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
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

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