AssetMark Inc’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

AssetMark Inc’s Portfolio SPGM Stock Details SPGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$40.7K	Buy	470 +346	+279%	+$30K	﹤0.01%	1966
2026 Q2	$10.6K	Hold	124	–	–	﹤0.01%	2423
2026 Q1	$9.39K	Sell	124 -5	-4%	-$392	﹤0.01%	2330
2025 Q4	$9.9K	Buy	129 +106	+461%	+$8.06K	﹤0.01%	2224
2025 Q3	$1.72K	Buy	+23	New	+$1.65K	﹤0.01%	2656
2025 Q1	–	Sell	-143	Closed	-$9.06K	–	2754
2024 Q4	$9.06K	Buy	+143	New	+$9.27K	﹤0.01%	1809
2024 Q3	–	Sell	-188	Closed	-$11.4K	–	2356
2024 Q2	$11.4K	Buy	+188	New	+$11.2K	﹤0.01%	1474

Other funds holding SPGM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $441M AUM 13.88% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $131M AUM 10.64% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

Barden Capital Management Austin, Texas $110M AUM 15.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's SPGM Position: Q3 2026 in Review

AssetMark Inc increased its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 279% in Q3 2026, buying an estimated $30K and bringing the position to 470 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

AssetMark Inc first reported a position in SPGM in Q2 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold SPGM as of Q3 2026.

AssetMark Inc held 470 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $40.7K as of Q3 2026.
AssetMark Inc bought 346 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q3 2026, an estimated $30K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1966 holding.
AssetMark Inc first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q2 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.