Betterment LLC
SPIB icon

Betterment LLC’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Betterment LLC’s Portfolio SPIB Stock Details SPIB Fund Activity
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

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC's SPIB Position: Q2 2024 in Review

Betterment LLC sold out of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q2 2024, closing a stake of 8,719 shares — an estimated $285K sold.

Betterment LLC first reported a position in SPIB in Q4 2014 and held it in 20 quarters. The position peaked at $6.59M in Q4 2016. 490 funds tracked by Wall St. Rank hold SPIB as of Q2 2024.

  • Betterment LLC reported no remaining State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Betterment LLC sold 8,719 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2024, an estimated $285K.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2014 and held it in 20 quarters.
  • Betterment LLC's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $6.59M in Q4 2016.
  • 490 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2024.

Based on Betterment LLC's 13F filing for Q2 2024, filed 14 Aug 2024.