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

ASSETMARK, INC holds 5.4M shares of SPTM (SPDR SERIES TRUST), worth $429.8M as of 2026-Q1. The position was increased (+97.8% shares). SPTM represents 0.9% of ASSETMARK, INC's portfolio.

Current Value

$429.8M

Current Shares

5.4M

Total Value Change

+$429.4M

Total Shares Change

+5.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.4M
+97.8%
$429.8M0.9%$82.77
71
2025-Q4
Increased
2.7M
+6.7%
$226.8M0.5%$83.11
39
2025-Q3
Increased
2.6M
+125x
$207.7M0.4%$80.10
59
2025-Q2
Increased
20,510
+51.6%
$1.5M0.0%$74.09
36
2025-Q1
Decreased
13,530
-50.0%
$920,1750.0%$66.98
0
2024-Q4
Increased
27,040
+2460.6%
$1.9M0.0%$70.80
42
2024-Q3
Decreased
1,056
-82.6%
$73,9830.0%$68.70
0
2024-Q2
Increased
6,063
+1508.2%
$402,2830.0%$65.10
38

Other major holders of SPTM: LPL Financial LLC, Allworth Financial LP

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