Betterment LLC
SPSB icon

Betterment LLC’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Betterment LLC’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$647K Buy
21,570
+2,129
+11% +$63.9K ﹤0.01% 431
2026
Q1 		$585K Sell
19,441
-1,459
-7% -$44K ﹤0.01% 406
2025
Q4 		$631K Sell
20,900
-15,042
-42% -$455K ﹤0.01% 364
2025
Q3 		$1.09M Sell
35,942
-26,096
-42% -$787K ﹤0.01% 285
2025
Q2 		$1.87M Sell
62,038
-2,664
-4% -$79.9K ﹤0.01% 219
2025
Q1 		$1.95M Buy
64,702
+2,147
+3% +$64.3K ﹤0.01% 207
2024
Q4 		$1.87M Sell
62,555
-928
-1% -$27.8K ﹤0.01% 211
2024
Q3 		$1.92M Buy
63,483
+10,738
+20% +$322K ﹤0.01% 189
2024
Q2 		$1.57M Buy
52,745
+14,834
+39% +$439K ﹤0.01% 188
2024
Q1 		$1.13M Sell
37,911
-16,249
-30% -$483K ﹤0.01% 190
2023
Q4 		$1.61M Buy
54,160
+17,440
+47% +$513K ﹤0.01% 143
2023
Q3 		$1.08M Buy
36,720
+27,114
+282% +$796K ﹤0.01% 156
2023
Q2 		$283K Buy
+9,606
New +$284K ﹤0.01% 251

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Betterment LLC's SPSB Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 11% in Q2 2026, buying an estimated $63.9K and bringing the position to 21,570 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Betterment LLC first reported a position in SPSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q1 2025. 572 funds tracked by Wall St. Rank hold SPSB as of Q2 2026.

  • Betterment LLC held 21,570 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $647K as of Q2 2026.
  • Betterment LLC bought 2,129 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2026, an estimated $63.9K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #431 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Betterment LLC's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $1.95M in Q1 2025.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2026.

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