SEC 13F Intelligence

Betterment LLC / TFI

Betterment LLC’s Spdr Series Trust Position

Does Betterment LLC own Spdr Series Trust (TFI)? Yes — 11.56M shares worth $524M (+0.99% of its 13F portfolio) as of Q1 2026, down from 12.11M shares the prior filed quarter.

Position Value
$524M
Q1 2026
Shares
11.56M
% of Portfolio
+0.99%
Quarters Held
28
currently held

Position History TFI

Reported value by quarter
Q1 ’19: $182MQ1 ’19Q2 ’19: $174MQ3 ’19: $174MQ4 ’19: $162MQ1 ’20: $202MQ1 ’20Q2 ’20: $216MQ3 ’20: $208MQ4 ’20: $205MQ2 ’21: $195MQ2 ’21Q3 ’21: $189MQ4 ’21: $189MQ1 ’22: $479MQ2 ’22: $501MQ2 ’22Q3 ’22: $501MQ4 ’22: $245MQ1 ’23: $256MQ2 ’23: $271MQ2 ’23Q3 ’23: $225MQ4 ’23: $339MQ1 ’24: $327MQ2 ’24: $316MQ2 ’24Q3 ’24: $321MQ4 ’24: $323MQ1 ’25: $414MQ2 ’25: $586MQ2 ’25Q3 ’25: $575MQ4 ’25: $553MQ1 ’26: $524Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.56M$524M+0.99%
Q4 202512.11M$553M+1.05%
Q3 202512.61M$575M+1.14%
Q2 202513.13M$586M+1.25%
Q1 20259.18M$414M+0.98%
Q4 20247.09M$323M+0.77%
Q3 20246.85M$321M+0.77%
Q2 20246.90M$316M+0.82%
Q1 20247.04M$327M+0.88%
Q4 20237.22M$339M+0.98%
Q3 20235.15M$225M+0.71%
Q2 20235.86M$271M+0.84%
Q1 20235.46M$256M+0.83%
Q4 20225.37M$245M+0.84%
Q3 202210.93M$501M+1.79%
Q2 202210.93M$501M+1.79%
Q1 202210.01M$479M+1.52%
Q4 20213.65M$189M+0.59%
Q3 20213.66M$189M+0.63%
Q2 20213.74M$195M+0.66%
Q4 20203.90M$205M+0.86%
Q3 20204.01M$208M+1.02%
Q2 20204.19M$216M+1.15%
Q1 20204.03M$202M+1.25%
Q4 20193.21M$162M+0.84%
Q3 20193.47M$174M+0.99%
Q2 20193.47M$174M+0.99%
Q1 20193.69M$182M+1.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Betterment LLC’s full portfolio or all institutional holders of TFI.