Ownership history in Betterment LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SPDR State Street Global Advisors (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 83,585,842 | +5,039,605 | +6.4% | 12.77% | $6.71B | $80.02 |
| 2025 Q3 | ADDED | 78,546,237 | +4,636,693 | +6.3% | 12.16% | $6.15B | $77.92 |
| 2025 Q2 | ADDED | 73,909,544 | +9,008,640 | +13.9% | 11.44% | $5.37B | $72.08 |
| 2025 Q1 | ADDED | 64,900,904 | +11,988,520 | +22.7% | 10.12% | $4.27B | $65.01 |
As of 2025 Q4 — sorted by position size