AssetMark Inc
KBE icon

AssetMark Inc’s State Street SPDR S&P Bank ETF KBE Stock Holding History

AssetMark Inc’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$284K Buy
4,771
+839
+21% +$52.2K ﹤0.01% 1267
2025
Q4 		$239K Sell
3,932
-286
-7% -$16.8K ﹤0.01% 1264
2025
Q3 		$251K Sell
4,218
-44
-1% -$2.59K ﹤0.01% 1218
2025
Q2 		$238K Sell
4,262
-3,128
-42% -$163K ﹤0.01% 1179
2025
Q1 		$391K Buy
7,390
+1,858
+34% +$104K ﹤0.01% 1031
2024
Q4 		$307K Sell
5,532
-225
-4% -$12.8K ﹤0.01% 1031
2024
Q3 		$304K Sell
5,757
-1,270,961
-100% -$65.1M ﹤0.01% 956
2024
Q2 		$59.2M Buy
1,276,718
+1,276,618
+1,276,618% +$58.1M 0.18% 107
2024
Q1 		$4.71K Hold
100
– – ﹤0.01% 1470
2023
Q4 		$4.6K Buy
+100
New +$3.96K ﹤0.01% 1460
2021
Q4 		– Sell
-327
Closed -$17K – 1586
2021
Q3 		$17K Sell
327
-2,932,791
-100% -$149M ﹤0.01% 965
2021
Q2 		$151M Buy
+2,933,118
New +$156M 0.7% 38
2017
Q1 		– Sell
-30
Closed -$1K – 1362
2016
Q4 		$1K Buy
+30
New +$1.16K ﹤0.01% 1195

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