Betterment LLC
SPAB icon

Betterment LLC’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Betterment LLC’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$636K Buy
24,807
+3,473
+16% +$89.6K ﹤0.01% 391
2025
Q4 		$549K Buy
21,334
+538
+3% +$13.9K ﹤0.01% 383
2025
Q3 		$538K Buy
20,796
+787
+4% +$20.1K ﹤0.01% 372
2025
Q2 		$512K Buy
20,009
+601
+3% +$15.2K ﹤0.01% 356
2025
Q1 		$496K Buy
19,408
+2,192
+13% +$55.3K ﹤0.01% 336
2024
Q4 		$430K Buy
17,216
+204
+1% +$5.19K ﹤0.01% 348
2024
Q3 		$445K Buy
17,012
+384
+2% +$9.89K ﹤0.01% 324
2024
Q2 		$417K Buy
16,628
+2,678
+19% +$66.7K ﹤0.01% 305
2024
Q1 		$353K Buy
+13,950
New +$353K ﹤0.01% 294

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Betterment LLC's SPAB Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 16% in Q1 2026, buying an estimated $89.6K and bringing the position to 24,807 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Betterment LLC first reported a position in SPAB in Q1 2024 and has held it in 9 quarters since. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Betterment LLC held 24,807 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $636K as of Q1 2026.
  • Betterment LLC bought 3,473 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $89.6K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #391 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.