SPDR SER TR

Ticker: SPMD CUSIP: 78464A847 Class: PORTFOLIO S&P400

Betterment LLC's Holding History (CIK: 0001633901)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,151,161 Value ($000) $1,225 Avg Close Range
Q3 2025
Shares 20,126,277 Value ($000) $1,151 Avg Close Range
Q2 2025
Shares 19,155,647 Value ($000) $1,042 Avg Close Range
Q1 2025
Shares 17,884,123 Value ($000) $915 Avg Close Range
Q4 2024
Shares 17,932,988 Value ($000) $981 Avg Close Range
Q3 2024
Shares 17,285,695 Value ($000) $945 Avg Close Range
Q2 2024
Shares 16,258,493 Value ($000) $834 Avg Close Range
Q1 2024
Shares 14,522,420 Value ($000) $775 Avg Close Range