Betterment LLC
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Betterment LLC’s 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
2025
Q2 		$3.06M Buy
2025
Q1 		$2.72M Buy
2024
Q4 		$2.55M Buy
2024
Q3 		$2.31M Buy
2024
Q2 		$2.12M Buy
2024
Q1 		$1.83M Buy
2023
Q4 		$538K Buy
2023
Q3 		$373K Buy