Question 1

How many shares of SPBO does ASSETMARK, INC own?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC holds 2.3M shares of SPBO (SPDR SERIES TRUST).

Question 2

What is ASSETMARK, INC's SPBO position worth?

Accepted Answer

As of 2026-Q2, ASSETMARK, INC's SPBO position is worth $67.6M.

Question 3

Is ASSETMARK, INC buying or selling SPBO?

Accepted Answer

In 2026-Q2, ASSETMARK, INC increased their SPBO position (+7.3% change in shares).

Question 4

When did ASSETMARK, INC first buy SPBO?

Accepted Answer

Based on available 13F filings, ASSETMARK, INC first reported a position in SPBO in 2024-Q1. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.3M	+7.3%	$67.6M	0.1%	$28.79	38
2026-Q1	Increased	2.2M	+47.0%	$63M	0.1%	$28.42	48
2025-Q4	Increased	1.5M	+5.2%	$43.3M	0.1%	$28.48	31
2025-Q3	Increased	1.4M	+5.1%	$41.6M	0.1%	$28.29	31
2025-Q2	Increased	1.3M	+1.4%	$39M	0.1%	$27.54	29
2025-Q1	Increased	1.3M	+2.5%	$38.2M	0.1%	$27.01	36
2024-Q4	Increased	1.3M	+20.0%	$36.8M	0.1%	$26.41	34
2024-Q3	Decreased	1.1M	-0.2%	$32.2M	0.1%	$27.23	0
2024-Q2	Increased	1.1M	+2.4%	$30.8M	0.1%	$25.68	29
2024-Q1	New	1M	-	$30.5M	0.1%	$25.71	40

SPBO10 quarters

SPBO
10 quarters