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 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 $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

AssetMark Inc's SPGM Position: Q2 2026 in Review

AssetMark Inc held its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) position steady in Q2 2026 at 124 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

AssetMark Inc first reported a position in SPGM in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.4K in Q2 2024. 179 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

AssetMark Inc held 124 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $10.6K as of Q2 2026.
AssetMark Inc left its State Street SPDR Portfolio MSCI Global Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2423 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 6 quarters since.
AssetMark Inc's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $11.4K in Q2 2024.
179 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.