Betterment LLC
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Betterment LLC’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Betterment LLC’s Portfolio SPTI Stock Details SPTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$763K Buy
26,872
+4,858
+22% +$138K ﹤0.01% 401
2026
Q1 		$631K Buy
22,014
+1,141
+5% +$32.9K ﹤0.01% 393
2025
Q4 		$602K Buy
20,873
+814
+4% +$23.6K ﹤0.01% 369
2025
Q3 		$580K Buy
20,059
+3,244
+19% +$93.2K ﹤0.01% 356
2025
Q2 		$484K Buy
16,815
+747
+5% +$21.3K ﹤0.01% 360
2025
Q1 		$459K Sell
16,068
-2,087
-11% -$58.7K ﹤0.01% 344
2024
Q4 		$506K Sell
18,155
-5,998
-25% -$170K ﹤0.01% 323
2024
Q3 		$702K Buy
24,153
+1,025
+4% +$29.4K ﹤0.01% 273
2024
Q2 		$648K Buy
23,128
+5,635
+32% +$157K ﹤0.01% 263
2024
Q1 		$493K Buy
+17,493
New +$494K ﹤0.01% 262

Other funds holding SPTI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Betterment LLC's SPTI Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 22% in Q2 2026, buying an estimated $138K and bringing the position to 26,872 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Betterment LLC first reported a position in SPTI in Q1 2024 and has held it in 10 quarters since. 408 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

  • Betterment LLC held 26,872 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $763K as of Q2 2026.
  • Betterment LLC bought 4,858 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $138K.
  • State Street SPDR Portfolio Intermediate Term Treasury ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #401 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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