Ownership history in Betterment LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SPDR State Street Global Advisors (EEMX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Betterment LLC underperformed the S&P 500 by β9.4% annually on this EEMX position. Timing score: 47% (9/19 decisions correct). Average cost basis: $30.27. Maximum drawdown during holding period: β34.2%.
β Significantly underperformed the S&P 500 by 9.4% ann.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 19 add/trim decisions correct
Best entry: $26.78 (2022 Q4) Β· Worst: $36.98 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 6 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size