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Spdr Index Shs Fds eafe qual mix shares owned by Betterment

Quarter-by-quarter ownership of Spdr Index Shs Fds eafe qual mix (QEFA) shares owned by Betterment from 13F filings

Historical chart of Betterment investment in Spdr Index Shs Fds eafe qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds eafe qual mix held by Betterment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds eafe qual mix by Betterment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 14k 76.09
2023-12-31 $735k 10k 73.11
2023-09-30 $420k 6.3k 66.98
2023-06-30 $367k 5.2k 69.96
2023-03-31 $252k 3.6k 69.23

More positions owned by Betterment

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax Managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
SPDR State Street Global Advisors Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Jpmorgan Usd Emg (EMB)
SPDR State Street Global Advisors Portfolio S&p400 (SPMD)
SPDR State Street Global Advisors Portfolio S&p600 (SPSM)

View all positions for Betterment

Top funds holding Spdr Index Shs Fds eafe qual mix

Morgan Stanley
Intelligence Driven Advisers
LPL Financial
Great Valley Advisor Group
Envestnet Asset Management
Financial Enhancement
SimpliFi
Private Advisor
First Hawaiian Bank
Bank of America Corporation
CX Institutional
KWB Wealth
Hobart Private Capital
Financial Guidance Group
Aptus Capital Advisors

View all funds holding Spdr Index Shs Fds eafe qual mix