Betterment LLC
SPTL icon

Betterment LLC’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Betterment LLC’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.38M Buy
128,571
+2,552
+2% +$68K 0.01% 199
2025
Q4 		$3.34M Buy
126,019
+3,217
+3% +$86.8K 0.01% 190
2025
Q3 		$3.31M Sell
122,802
-7,140
-5% -$189K 0.01% 183
2025
Q2 		$3.45M Sell
129,942
-8,524
-6% -$224K 0.01% 172
2025
Q1 		$3.77M Buy
138,466
+13,073
+10% +$348K 0.01% 163
2024
Q4 		$3.28M Buy
125,393
+84,570
+207% +$2.32M 0.01% 162
2024
Q3 		$1.19M Buy
40,823
+3,205
+9% +$91.4K ﹤0.01% 219
2024
Q2 		$1.02M Buy
37,618
+16,416
+77% +$443K ﹤0.01% 217
2024
Q1 		$592K Buy
21,202
+2,423
+13% +$67.6K ﹤0.01% 243
2023
Q4 		$545K Buy
18,779
+4,983
+36% +$133K ﹤0.01% 222
2023
Q3 		$361K Buy
13,796
+5,625
+69% +$158K ﹤0.01% 245
2023
Q2 		$244K Sell
8,171
-238,882
-97% -$7.22M ﹤0.01% 265
2023
Q1 		$7.63M Sell
247,053
-13,917
-5% -$423K 0.02% 73
2022
Q4 		$7.58M Sell
260,970
-9,737
-4% -$285K 0.03% 72
2022
Q3 		$8.95M Hold
270,707
– – 0.03% 67
2022
Q2 		$8.95M Sell
270,707
-8,026
-3% -$272K 0.03% 67
2022
Q1 		$10.5M Sell
278,733
-30,733
-10% -$1.21M 0.03% 62
2021
Q4 		$13M Sell
309,466
-20,812
-6% -$874K 0.04% 55
2021
Q3 		$13.6M Sell
330,278
-47,096
-12% -$2M 0.05% 53
2021
Q2 		$15.6M Buy
+377,374
New +$15.1M 0.05% 49

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC's SPTL Position: Q1 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 2% in Q1 2026, buying an estimated $68K and bringing the position to 128,571 shares worth $3.38M. The position accounts for 0.01% of the portfolio, ranked #199.

Betterment LLC first reported a position in SPTL in Q2 2021 and has held it in 20 quarters since. The position peaked at $15.6M in Q2 2021. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Betterment LLC held 128,571 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $3.38M as of Q1 2026.
  • Betterment LLC bought 2,552 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $68K.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.01% of Betterment LLC's portfolio in Q1 2026, its #199 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q2 2021 and has held it in 20 quarters since.
  • Betterment LLC's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $15.6M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.