SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

Betterment LLC's Holding History (CIK: 0001633901)

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

Q4 2025
Shares 18,757,519 Value ($000) $879 Avg Close — Range —
Q3 2025
Shares 18,142,585 Value ($000) $840 Avg Close — Range —
Q2 2025
Shares 17,616,693 Value ($000) $750 Avg Close — Range —
Q1 2025
Shares 16,131,496 Value ($000) $658 Avg Close — Range —
Q4 2024
Shares 16,163,720 Value ($000) $726 Avg Close — Range —
Q3 2024
Shares 15,470,868 Value ($000) $704 Avg Close — Range —
Q2 2024
Shares 14,645,935 Value ($000) $608 Avg Close — Range —
Q1 2024
Shares 13,159,120 Value ($000) $566 Avg Close — Range —
Q4 2023
Shares 7,447 Value ($000) $0 Avg Close — Range —