Betterment LLC Spdr Nuveen Bloomberg Municipa Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Betterment LLC holds 9,181,983 shares of TFI stock, worth $410 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

9,181,983

Previous 7,087,899 29.54%

Holding current value

$410 Million

Previous $323 Million 27.98%

% of portfolio

0.98%

Previous 0.78%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$44.81 - $46.22 $93.8 Million - $96.8 Million	2,094,084 Added 29.54%	9,181,983 $414 Million
Q4 2024 Feb 14, 2025	BUY	$45.38 - $46.88 $10.9 Million - $11.3 Million	240,672 Added 3.51%	7,087,899 $323 Million
Q3 2024 Nov 14, 2024	SELL	$45.6 - $46.83 $2.59 Million - $2.66 Million	-56,887 Reduced 0.82%	6,847,227 $321 Million
Q2 2024 Aug 14, 2024	SELL	$45.15 - $46.21 $5.93 Million - $6.07 Million	-131,345 Reduced 1.87%	6,904,114 $316 Million
Q1 2024 May 10, 2024	SELL	$46.43 - $47.07 $8.68 Million - $8.8 Million	-186,881 Reduced 2.59%	7,035,459 $327 Million
Q4 2023 Feb 09, 2024	BUY	$43.05 - $47.12 $89 Million - $97.4 Million	2,067,348 Added 40.1%	7,222,340 $339 Million
Q3 2023 Nov 09, 2023	SELL	$43.67 - $46.49 $30.9 Million - $32.9 Million	-707,226 Reduced 12.06%	5,154,992 $225 Million
Q2 2023 Aug 07, 2023	BUY	$45.36 - $47.24 $18.1 Million - $18.8 Million	398,539 Added 7.29%	5,862,218 $271 Million
Q1 2023 May 15, 2023	BUY	$45.4 - $47.21 $4.23 Million - $4.4 Million	93,174 Added 1.73%	5,463,679 $256 Million
Q4 2022 Feb 13, 2023	SELL	$43.48 - $46.24 $242 Million - $257 Million	-5,555,070 Reduced 50.84%	5,370,505 $245 Million
Q2 2022 Aug 10, 2022	BUY	$45.07 - $47.95 $41.4 Million - $44 Million	917,593 Added 9.17%	10,925,575 $501 Million
Q1 2022 May 16, 2022	BUY	$47.75 - $51.66 $304 Million - $328 Million	6,357,732 Added 174.17%	10,007,982 $479 Million
Q4 2021 Feb 15, 2022	SELL	$51.25 - $51.8 $485,081 - $490,287	-9,465 Reduced 0.26%	3,650,250 $189 Million
Q3 2021 Nov 15, 2021	SELL	$51.57 - $52.51 $3.97 Million - $4.04 Million	-76,960 Reduced 2.06%	3,659,715 $189 Million
Q2 2021 Aug 10, 2021	SELL	$51.61 - $52.39 $6.89 Million - $6.99 Million	-133,465 Reduced 3.45%	3,736,675 $195 Million
Q1 2021 Jun 01, 2021	SELL	$51.39 - $52.66 $1.78 Million - $1.82 Million	-34,590 Reduced 0.89%	3,870,140 $200 Million
Q4 2020 Feb 12, 2021	SELL	$51.59 - $52.53 $5.56 Million - $5.66 Million	-107,754 Reduced 2.69%	3,904,730 $205 Million
Q3 2020 Nov 10, 2020	SELL	$51.6 - $52.7 $9.13 Million - $9.32 Million	-176,931 Reduced 4.22%	4,012,484 $208 Million
Q2 2020 Aug 11, 2020	BUY	$48.59 - $51.81 $7.6 Million - $8.11 Million	156,458 Added 3.88%	4,189,415 $216 Million
Q1 2020 May 14, 2020	BUY	$44.31 - $52.43 $36.7 Million - $43.4 Million	827,855 Added 25.83%	4,032,957 $202 Million
Q4 2019 Jan 31, 2020	SELL	$50.2 - $51.05 $13.5 Million - $13.7 Million	-268,497 Reduced 7.73%	3,205,102 $162 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-221,042 Reduced 5.98%	3,473,599 $174 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-153,955 Reduced 4.0%	3,694,641 $182 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-1,272,556 Reduced 24.85%	3,848,596 $185 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-141,230 Reduced 2.68%	5,121,152 $243 Million
Q2 2018 Aug 13, 2018	BUY	N/A	165,905 Added 3.26%	5,262,382 $252 Million
Q1 2018 May 14, 2018	BUY	N/A	1,373,938 Added 36.91%	5,096,477 $243 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-28,745 Reduced 0.77%	3,722,539 $182 Million
Q3 2017 Nov 17, 2017	SELL	N/A	-107,448 Reduced 2.78%	3,751,284 $183 Million
Q2 2017 Aug 14, 2017	BUY	N/A	3,858,732	3,858,732 $188 Million

Others Institutions Holding TFI

# of Institutions

335

Shares Held

64.8M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG MUNICIPA

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