Betterment LLC SPSM holdings history
SS SPDR P S&P 600 SMALL CAP · CUSIP 78468R853 · CIK 1633901
As of 2026-06-30, Betterment LLC reported 19.18M SPSM (shares), valued at $1.11B, or 1.87% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 0.85%; reported value increased 20.37%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.87% | 19,180,838 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.74% | 19,018,965 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.67% | 18,757,519 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 1.66% | 18,142,585 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 1.60% | 17,616,693 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.56% | 16,131,496 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 1.73% | 16,163,720 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.68% | 15,470,868 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.58% | 14,645,935 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.52% | 13,159,120 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 0.00% | 7,447 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.00% | 7,447 | $314.00K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.52% | 13,159,120 | $566.37M | Shares increased 176603.64%; reported value increased 180272.29%, and weight changed +1.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.58% | 14,645,935 | $608.25M | Shares increased 11.30%; reported value increased 7.39%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.68% | 15,470,868 | $704.08M | Shares increased 5.63%; reported value increased 15.76%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.73% | 16,163,720 | $726.07M | Shares increased 4.48%; reported value increased 3.12%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.56% | 16,131,496 | $657.52M | Shares decreased 0.20%; reported value decreased 9.44%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.60% | 17,616,693 | $750.47M | Shares increased 9.21%; reported value increased 14.14%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 1.66% | 18,142,585 | $840.37M | Shares increased 2.99%; reported value increased 11.98%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.67% | 18,757,519 | $878.98M | Shares increased 3.39%; reported value increased 4.59%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 1.74% | 19,018,965 | $919.00M | Shares increased 1.39%; reported value increased 4.55%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.87% | 19,180,838 | $1.11B | Shares increased 0.85%; reported value increased 20.37%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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