AssetMark Inc
SPYX icon

AssetMark Inc’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

AssetMark Inc’s Portfolio SPYX Stock Details SPYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17K Hold
101
– – ﹤0.01% 2622
2026
Q1 		$5.36K Sell
101
-1
-1% -$56 ﹤0.01% 2542
2025
Q4 		$5.73K Buy
+102
New +$5.68K ﹤0.01% 2423
2024
Q2 		– Sell
-1,273
Closed -$54.5K – 2218
2024
Q1 		$54.5K Sell
1,273
-50
-4% -$2.04K ﹤0.01% 1147
2023
Q4 		$51.3K Buy
1,323
+5
+0.4% +$182 ﹤0.01% 1157
2023
Q3 		$45.8K Sell
1,318
-777
-37% -$28.2K ﹤0.01% 1113
2023
Q2 		$75.8K Sell
2,095
-17
-0.8% -$581 ﹤0.01% 993
2023
Q1 		$70.2K Sell
2,112
-1,848
-47% -$59.8K ﹤0.01% 961
2022
Q4 		$123K Sell
3,960
-612
-13% -$19K ﹤0.01% 884
2022
Q3 		$133K Buy
4,572
+639
+16% +$20.7K ﹤0.01% 816
2022
Q2 		$121K Sell
3,933
-1,275
-24% -$42.5K ﹤0.01% 796
2022
Q1 		$193K Sell
5,208
-129
-2% -$4.71K ﹤0.01% 735
2021
Q4 		$209K Buy
5,337
+318
+6% +$12K ﹤0.01% 692
2021
Q3 		$178K Buy
5,019
+66
+1% +$2.41K ﹤0.01% 584
2021
Q2 		$175K Sell
4,953
-723
-13% -$24.9K ﹤0.01% 592
2021
Q1 		$186K Buy
5,676
+1,434
+34% +$45.6K ﹤0.01% 561
2020
Q4 		$131K Buy
4,242
+1,143
+37% +$33.6K ﹤0.01% 591
2020
Q3 		$86K Buy
3,099
+2,568
+484% +$70.3K ﹤0.01% 610
2020
Q2 		$14K Buy
531
+21
+4% +$506 ﹤0.01% 831
2020
Q1 		$11K Buy
+510
New +$12.8K ﹤0.01% 976

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

AssetMark Inc's SPYX Position: Q2 2026 in Review

AssetMark Inc held its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) position steady in Q2 2026 at 101 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

AssetMark Inc first reported a position in SPYX in Q1 2020 and has held it in 20 quarters since. The position peaked at $209K in Q4 2021. 268 funds tracked by Wall St. Rank hold SPYX as of Q2 2026.

  • AssetMark Inc held 101 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $6.17K as of Q2 2026.
  • AssetMark Inc left its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2622 holding.
  • AssetMark Inc first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2020 and has held it in 20 quarters since.
  • AssetMark Inc's State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $209K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q2 2026.

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