AssetMark Inc
SPMD icon

AssetMark Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

AssetMark Inc’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9M Buy
457,527
+14,358
+3% +$924K 0.05% 274
2026
Q1 		$26.2M Buy
443,169
+16,732
+4% +$1.02M 0.05% 282
2025
Q4 		$24.7M Sell
426,437
-3,980
-0.9% -$229K 0.05% 282
2025
Q3 		$24.6M Sell
430,417
-12,069
-3% -$680K 0.05% 270
2025
Q2 		$24.1M Buy
442,486
+1,808
+0.4% +$93.1K 0.06% 251
2025
Q1 		$22.6M Buy
440,678
+1,503
+0.3% +$81.9K 0.06% 232
2024
Q4 		$24M Sell
439,175
-25,112
-5% -$1.41M 0.07% 226
2024
Q3 		$25.4M Sell
464,287
-9,918
-2% -$524K 0.07% 203
2024
Q2 		$24.3M Sell
474,205
-5,982
-1% -$309K 0.08% 201
2024
Q1 		$25.6M Sell
480,187
-76,895
-14% -$3.82M 0.08% 187
2023
Q4 		$27.1M Sell
557,082
-18,924
-3% -$843K 0.1% 175
2023
Q3 		$25.2M Sell
576,006
-7,148
-1% -$329K 0.1% 175
2023
Q2 		$26.8M Sell
583,154
-10,544
-2% -$461K 0.11% 168
2023
Q1 		$26.1M Buy
593,698
+9,188
+2% +$411K 0.11% 165
2022
Q4 		$24.8M Sell
584,510
-15,653
-3% -$665K 0.11% 157
2022
Q3 		$23.1M Sell
600,163
-57,005
-9% -$2.42M 0.11% 152
2022
Q2 		$26.1M Buy
657,168
+6,269
+1% +$272K 0.12% 150
2022
Q1 		$30.7M Buy
650,899
+138,561
+27% +$6.48M 0.13% 151
2021
Q4 		$25.5M Buy
512,338
+27,665
+6% +$1.35M 0.1% 166
2021
Q3 		$22.4M Buy
484,673
+9,495
+2% +$448K 0.1% 168
2021
Q2 		$22.4M Sell
475,178
-11,010
-2% -$522K 0.1% 174
2021
Q1 		$22.2M Sell
486,188
-38,296
-7% -$1.68M 0.11% 166
2020
Q4 		$21.2M Sell
524,484
-86,914
-14% -$3.22M 0.12% 160
2020
Q3 		$19.9M Buy
611,398
+11,509
+2% +$378K 0.13% 151
2020
Q2 		$18.7M Buy
+599,889
New +$17.5M 0.13% 148
2019
Q4 		– Sell
-2
Closed – – 1478
2019
Q3 		$0 Buy
+2
New +$67 ﹤0.01% 1412

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

AssetMark Inc's SPMD Position: Q2 2026 in Review

AssetMark Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.2% in Q2 2026, buying an estimated $924K and bringing the position to 457,527 shares worth $30.9M. The position accounts for 0.05% of the portfolio, ranked #274.

AssetMark Inc first reported a position in SPMD in Q3 2019 and has held it in 26 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • AssetMark Inc held 457,527 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $30.9M as of Q2 2026.
  • AssetMark Inc bought 14,358 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $924K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of AssetMark Inc's portfolio in Q2 2026, its #274 holding.
  • AssetMark Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 26 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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