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
Q2 		$796K Buy
31,205
+6,398
+26% +$163K ﹤0.01% 394
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 $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Betterment LLC's SPAB Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 26% in Q2 2026, buying an estimated $163K and bringing the position to 31,205 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Betterment LLC first reported a position in SPAB in Q1 2024 and has held it in 10 quarters since. 539 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Betterment LLC held 31,205 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $796K as of Q2 2026.
  • Betterment LLC bought 6,398 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $163K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #394 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 539 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.