AssetMark Inc’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

AssetMark Inc’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278M	Buy	3,163,324 +110,021	+4%	+$9.39M	0.48%	46
2026 Q1	$234M	Sell	3,053,303 -180,387	-6%	-$14.4M	0.48%	45
2025 Q4	$259M	Buy	3,233,690 +43,978	+1%	+$3.5M	0.53%	39
2025 Q3	$250M	Buy	3,189,712 +367,619	+13%	+$27.7M	0.54%	39
2025 Q2	$205M	Buy	2,822,093 +292,457	+12%	+$19.7M	0.48%	44
2025 Q1	$166M	Sell	2,529,636 -625,233	-20%	-$43.2M	0.46%	41
2024 Q4	$217M	Sell	3,154,869 -290,409	-8%	-$20.1M	0.59%	37
2024 Q3	$233M	Buy	3,445,278 +95,329	+3%	+$6.2M	0.67%	34
2024 Q2	$214M	Sell	3,349,949 -647,126	-16%	-$39.8M	0.66%	33
2024 Q1	$246M	Sell	3,997,075 -249,097	-6%	-$14.6M	0.8%	29
2023 Q4	$237M	Buy	4,246,172 +57,221	+1%	+$3M	0.86%	28
2023 Q3	$211M	Sell	4,188,951 -211,845	-5%	-$11.1M	0.84%	29
2023 Q2	$229M	Buy	4,400,796 +377,968	+9%	+$18.7M	0.9%	23
2023 Q1	$194M	Buy	4,022,828 +393,671	+11%	+$18.5M	0.8%	31
2022 Q4	$163M	Buy	3,629,157 +737,544	+26%	+$33.3M	0.71%	36
2022 Q3	$121M	Sell	2,891,613 -889,093	-24%	-$41.5M	0.57%	41
2022 Q2	$168M	Sell	3,780,706 -902,772	-19%	-$43.5M	0.75%	33
2022 Q1	$249M	Buy	4,683,478 +50,714	+1%	+$2.66M	1.04%	20
2021 Q4	$259M	Sell	4,632,764 -1,065,727	-19%	-$57.5M	1.06%	22
2021 Q3	$288M	Sell	5,698,491 -138,047	-2%	-$7.16M	1.29%	16
2021 Q2	$294M	Sell	5,836,538 -134,140	-2%	-$6.58M	1.36%	12
2021 Q1	$278M	Sell	5,970,678 -224,687	-4%	-$10.2M	1.44%	13
2020 Q4	$272M	Sell	6,195,365 -627,607	-9%	-$26.2M	1.52%	12
2020 Q3	$268M	Buy	6,822,972 +518,609	+8%	+$20.2M	1.73%	8
2020 Q2	$229M	Buy	+6,304,363	New	+$217M	1.63%	11
2019 Q4	–	Sell	-453	Closed	-$16K	–	1476
2019 Q3	$16K	Buy	+453	New	+$15.7K	﹤0.01%	917

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

AssetMark Inc's SPYM Position: Q2 2026 in Review

AssetMark Inc increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3.6% in Q2 2026, buying an estimated $9.39M and bringing the position to 3,163,324 shares worth $278M. The position accounts for 0.48% of the portfolio, ranked #46.

AssetMark Inc first reported a position in SPYM in Q3 2019 and has held it in 26 quarters since. The position peaked at $294M in Q2 2021. 852 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

AssetMark Inc held 3,163,324 shares of State Street SPDR Portfolio S&P 500 ETF worth $278M as of Q2 2026.
AssetMark Inc bought 110,021 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $9.39M.
State Street SPDR Portfolio S&P 500 ETF made up 0.48% of AssetMark Inc's portfolio in Q2 2026, its #46 holding.
AssetMark Inc first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 26 quarters since.
AssetMark Inc's State Street SPDR Portfolio S&P 500 ETF position peaked at $294M in Q2 2021.
852 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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