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Position history for ASSETMARK, INCASSETMARK, INC's holdings in SPDR SERIES TRUST

ASSETMARK, INC holds 425 shares of BWZ (SPDR SERIES TRUST), worth $11,441 as of 2026-Q1. The position was decreased (-67.0% shares).

Current Value

$11,441

Current Shares

425

Total Value Change

+$8,364

Total Shares Change

+305

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
425
-67.0%
$11,4410.0%$26.68
0
2025-Q4
Decreased
1,287
-41.2%
$35,2770.0%$27.08
0
2025-Q3
Decreased
2,189
-99.9%
$60,8980.0%$27.30
0
2025-Q2
Increased
3M
+30.4Kx
$84.4M0.2%$27.40
57
2025-Q1
Unchanged
99
0.0%
$2,6000.0%$25.51
0
2024-Q4
Decreased
99
-28.3%
$2,5080.0%$24.52
0
2024-Q3
Increased
138
+15.0%
$3,8010.0%$26.42
11
2024-Q2
Unchanged
120
0.0%
$3,0770.0%$24.45
0

Other major holders of BWZ: ENVESTNET ASSET MANAGEMENT INC

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