Ownership history in Betterment LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SPDR State Street Global Advisors (SPMD). 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 | 21,151,161 | +1,024,884 | +5.1% | 2.33% | $1.22B | $57.91 |
| 2025 Q3 | ADDED | 20,126,277 | +970,630 | +5.1% | 2.27% | $1.15B | $56.98 |
| 2025 Q2 | ADDED | 19,155,647 | +1,271,524 | +7.1% | 2.22% | $1.04B | $54.00 |
| 2025 Q1 | REDUCED | 17,884,123 | -48,865 | -0.3% | 2.17% | $915.3M | $50.62 |
As of 2025 Q4 — sorted by position size