Betterment LLC
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Betterment LLC’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Betterment LLC’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
35,532
+5,256
+17% +$153K ﹤0.01% 337
2026
Q1 		$883K Buy
30,276
+3,047
+11% +$89.1K ﹤0.01% 345
2025
Q4 		$797K Buy
27,229
+1,271
+5% +$37.2K ﹤0.01% 328
2025
Q3 		$761K Buy
25,958
+2,217
+9% +$64.8K ﹤0.01% 320
2025
Q2 		$695K Sell
23,741
-357
-1% -$10.4K ﹤0.01% 316
2025
Q1 		$705K Buy
24,098
+6,666
+38% +$194K ﹤0.01% 298
2024
Q4 		$506K Buy
17,432
+8,517
+96% +$248K ﹤0.01% 324
2024
Q3 		$262K Buy
8,915
+375
+4% +$10.9K ﹤0.01% 389
2024
Q2 		$247K Buy
8,540
+592
+7% +$17K ﹤0.01% 367
2024
Q1 		$230K Buy
+7,948
New +$230K ﹤0.01% 342
2023
Q1 		– Sell
-7,314
Closed -$211K – 274
2022
Q4 		$211K Buy
+7,314
New +$211K ﹤0.01% 245

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC's SPTS Position: Q2 2026 in Review

Betterment LLC increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 17% in Q2 2026, buying an estimated $153K and bringing the position to 35,532 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Betterment LLC first reported a position in SPTS in Q4 2022 and has held it in 11 quarters since. 409 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

  • Betterment LLC held 35,532 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.03M as of Q2 2026.
  • Betterment LLC bought 5,256 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $153K.
  • State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #337 holding.
  • Betterment LLC first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2022 and has held it in 11 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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