Ownership history in Betterment LLC · 40 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in SPDR SERIES TRUST (TFI). 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 | REDUCED | 12,106,265 | -507,963 | -4.0% | 1.05% | $553.4M | $45.45 |
| 2025 Q3 | REDUCED | 12,614,228 | -513,287 | -3.9% | 1.14% | $574.8M | $44.78 |
| 2025 Q2 | ADDED | 13,127,515 | +3,945,532 | +43.0% | 1.25% | $586.4M | $43.52 |
| 2025 Q1 | ADDED | 9,181,983 | +2,094,084 | +29.5% | 0.98% | $413.8M | $43.55 |
| 2024 Q4 | ADDED | 7,087,899 | +240,672 | +3.5% | 0.77% | $323.4M | $43.86 |
| 2024 Q3 | REDUCED | 6,847,227 | -56,887 | -0.8% | 0.77% | $320.7M | $44.57 |
| 2024 Q2 | REDUCED | 6,904,114 | -131,345 | -1.9% | 0.82% | $315.9M | $43.21 |
| 2024 Q1 | REDUCED | 7,035,459 | -186,881 | -2.6% | 0.88% | $327.0M | $43.58 |
| 2023 Q4 | ADDED | 7,222,340 | +2,067,348 | +40.1% | 0.98% | $339.4M | $43.86 |
| 2023 Q3 | REDUCED | 5,154,992 | -707,226 | -12.1% | 0.71% | $225.3M | $40.40 |
As of 2025 Q4 — sorted by position size