Betterment LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,719
| Closed | -$285K | – | 401 |
|
|
2024
Q1 | $285K | Sell |
8,719
-1,954
| -18% | -$63.7K | ﹤0.01% | 316 |
|
|
2023
Q4 | $350K | Sell |
10,673
-803
| -7% | -$25.5K | ﹤0.01% | 262 |
|
|
2023
Q3 | $361K | Sell |
11,476
-1,473
| -11% | -$46.9K | ﹤0.01% | 244 |
|
|
2023
Q2 | $416K | Sell |
12,949
-2,058
| -14% | -$66.5K | ﹤0.01% | 211 |
|
|
2023
Q1 | $488K | Sell |
15,007
-2,107
| -12% | -$68K | ﹤0.01% | 198 |
|
|
2022
Q4 | $545K | Sell |
17,114
-18,248
| -52% | -$577K | ﹤0.01% | 178 |
|
|
2022
Q3 | $1.15M | Hold |
35,362
| – | – | ﹤0.01% | 138 |
|
|
2022
Q2 | $1.15M | Buy |
35,362
+28,845
| +443% | +$954K | ﹤0.01% | 138 |
|
|
2022
Q1 | $223K | Buy |
+6,517
| New | +$228K | ﹤0.01% | 219 |
|
|
2017
Q4 | – | Sell |
-48,676
| Closed | -$1.68M | – | 89 |
|
|
2017
Q3 | $1.68M | Sell |
48,676
-24,129
| -33% | -$833K | 0.02% | 44 |
|
|
2017
Q2 | $2.5M | Sell |
72,805
-44,309
| -38% | -$1.52M | 0.03% | 34 |
|
|
2017
Q1 | $4M | Sell |
117,114
-77,203
| -40% | -$2.63M | 0.05% | 27 |
|
|
2016
Q4 | $6.59M | Buy |
194,317
+168,311
| +647% | +$5.77M | 0.1% | 28 |
|
|
2016
Q3 | $908K | Buy |
26,006
+6,081
| +31% | +$212K | 0.02% | 33 |
|
|
2016
Q2 | $695K | Buy |
19,925
+1,907
| +11% | +$65.7K | 0.01% | 33 |
|
|
2016
Q1 | $617K | Buy |
18,018
+5,300
| +42% | +$179K | 0.02% | 33 |
|
|
2015
Q4 | $425K | Buy |
12,718
+5,465
| +75% | +$185K | 0.01% | 35 |
|
|
2015
Q3 | $246K | Buy |
7,253
+1,358
| +23% | +$46K | 0.01% | 33 |
|
|
2015
Q2 | $200K | Buy |
+5,895
| New | +$202K | 0.01% | 35 |
|
|
2015
Q1 | – | Sell |
-181
| Closed | -$6K | – | 36 |
|
|
2014
Q4 | $6K | Buy |
+181
| New | +$6.2K | ﹤0.01% | 36 |
|
Other funds holding SPIB
DADC
CCWA
