Ownership history in Betterment LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SPDR State Street Global Advisors (SPSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 18,757,519 | +614,934 | +3.4% | 1.67% | $879.0M | $46.86 |
| 2025 Q3 | ADDED | 18,142,585 | +525,892 | +3.0% | 1.66% | $840.4M | $46.09 |
| 2025 Q2 | ADDED | 17,616,693 | +1,485,197 | +9.2% | 1.60% | $750.5M | $42.22 |
| 2025 Q1 | REDUCED | 16,131,496 | -32,224 | -0.2% | 1.56% | $657.5M | $40.22 |
| 2024 Q4 | ADDED | 16,163,720 | +692,852 | +4.5% | 1.73% | $726.1M | $44.16 |
| 2024 Q3 | ADDED | 15,470,868 | +824,933 | +5.6% | 1.68% | $704.1M | $44.46 |
| 2024 Q2 | ADDED | 14,645,935 | +1,486,815 | +11.3% | 1.58% | $608.2M | $40.40 |
| 2024 Q1 | ADDED | 13,159,120 | +13,151,673 | +176603.6% | 1.52% | $566.4M | $41.66 |
| 2023 Q4 | INITIATED | 7,447 | — | — | 0.00% | $314K | — |
As of 2025 Q4 — sorted by position size