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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
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)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Acces Treasury (GBIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)

View all positions for Betterment

Top funds holding Spdr Index Shs Fds eafe qual mix

Intelligence Driven Advisers
Great Valley Advisor Group
Financial Enhancement
First Hawaiian Bank
SimpliFi
Jane Street
Bank of America Corporation
CX Institutional
Private Advisor
KWB Wealth
Dynamic Advisors Solutions
Financial Guidance Group
Hobart Private Capital
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding Spdr Index Shs Fds eafe qual mix