Question 1

How many shares of QWLD does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 46,047 shares of QWLD (STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF).

Question 2

What is ASSETMARK, INC's QWLD position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's QWLD position is worth $7M.

Question 3

Is ASSETMARK, INC buying or selling QWLD?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their QWLD position (+27.8% change in shares).

Question 4

When did ASSETMARK, INC first buy QWLD?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in QWLD in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	46,047	+27.8%	$7M	0.0%	$151.91	34
2026-Q1	Increased	36,045	+2.1%	$5.2M	0.0%	$148.41	28
2025-Q4	Decreased	35,290	-1.0%	$5.1M	0.0%	$144.13	0
2025-Q3	Decreased	35,658	-1.1%	$5M	0.0%	$138.23	0
2025-Q2	Decreased	36,057	-5.6%	$4.9M	0.0%	$132.76	0
2025-Q1	Increased	38,181	+1.1%	$4.9M	0.0%	$124.68	27
2024-Q4	Decreased	37,774	-1.3%	$4.7M	0.0%	$121.30	0
2024-Q3	Increased	38,272	+0.3%	$4.9M	0.0%	$125.02	27
2024-Q2	New	38,157	-	$4.6M	0.0%	$116.89	37

QWLD9 quarters

QWLD
9 quarters