Ownership history in ASSETMARK, INC · 7 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in SPDR SER TR (PSK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 78 | +10 | +14.7% | 0.00% | $3K | $31.98 |
| 2025 Q1 | UNCHANGED | 68 | — | 0% | 0.00% | $2K | $30.29 |
| 2024 Q4 | UNCHANGED | 68 | — | 0% | 0.00% | $2K | $30.52 |
| 2024 Q3 | UNCHANGED | 68 | — | 0% | 0.00% | $2K | $32.31 |
| 2024 Q2 | UNCHANGED | 68 | — | 0% | 0.00% | $2K | $30.25 |
| 2024 Q1 | ADDED | 68 | +34 | +100.0% | 0.00% | $2K | $30.60 |
| 2023 Q4 | INITIATED | 34 | — | — | 0.00% | $1K | — |
As of 2025 Q4 — sorted by position size