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
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 $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return